Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Rockemsockem who wrote (10597)	12/9/1997 1:33:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

yes, i just outlined all that on dell thread. asia hurt them. oracle has great WIn NT prodcuts so it wasn't unix vs. win NT most mis mgrs. are suspect of seq. server.

To: Rockemsockem who wrote (10597)	12/9/1997 1:42:00 PM
From: Yaacov	Read Replies (1) \| Respond to of 97611

I read on Interantional Herlad Tribune comments buy the CPQ CEO that despite slow down in Asia, the grouth for 1998 will not be hurt. Hope it will answer your question.

To: Rockemsockem who wrote (10597)	12/9/1997 2:00:00 PM
From: ed	Respond to of 97611

Did you see MSFT's Asian revenues down ? I did not see that. Currency effect can be pretty much compensate by the increase of export for Asian countries. The spendings of corp will continue as long as the spense is for the improvement of productivity and competition!!!!!!!!!!!!!!!!!!

To: Rockemsockem who wrote (10597)	12/9/1997 9:32:00 PM
From: Dwight E. Karlsen	Read Replies (2) \| Respond to of 97611

What is CPQ's asian exposure?? If significant, could be a problem.... Naww..Look at COMS...they just announced that Asian sales went from 50% growth to zero. That's right out of the Senior VP for Marketing's mouth, to C/Net. What happens? Stock goes up 6 points in just 4 sessions. If CPQ gets this Asian flu, they should take a clue from COMS on how to handle it without taking a stock hit: Announce an inventory model improvement program. Get down on your knees and admit your prior model had too much inventory in the channel. At the same time, announce you are implementing state of the art EDI (Electronic Data Interchange) system to monitor future channel levels. By this time WS will be so impressed with how really progressive are your initiatives, that they will be desparate to buy your stock. Asia? The analysts won't even remember anything about Asia. It's all about inventory remodeling. A side benefit is that you say you are holding back sales in order to bring channel inventory into line with what you want. Those silly analysts will be out-doing each other: You'll see them adding hundreds of millions of dollars to the actual sales figure you give them, trying to guess what your "real sales" out of the channel were. It's a win-win situation. If Asia gives you lemons, just make lemonade. WS loves this stuff. DK