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

To: Tmanquinn who wrote (13147)	1/11/1998 8:12:00 PM
From: Dulane U. Ponder	Read Replies (1) \| Respond to of 97611

Vincent, wouldn't Best Buy's performance in Q4 mitigate against the channel stuffing theory (for cpq)?

To: Tmanquinn who wrote (13147)	1/11/1998 9:01:00 PM
From: robbie	Read Replies (2) \| Respond to of 97611

Vincent, <<What Steve suggests is that Compaq does some monitoring of channel inventory and holds back sales when they reach some predefined level. I have no information that would confirm or deny Compaq's channel inventory strategy, but I can tell you that if its true, Compaq is in the minority of most manufacturers in that respect.>> You do have information that would confirm Compaq's channel inventory strategy: Steve told you what it is! You can take it to the bank. Robbie P.S. Hi Stephen, how's it going with the blonde and/or her friend?