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

To: hitesh puri who wrote (14582)	1/22/1998 8:28:00 AM
From: John Puffer	Respond to of 97611

the "fool" says compaq's inventory was historically low at the end of the quarter: fool.yahoo.com

To: hitesh puri who wrote (14582)	1/22/1998 12:14:00 PM
From: hpeace	Respond to of 97611

puri, cpq did not have an internal goal of 3-4 weeks. no where did cpq ever state this. cpq it's stupid enough to implement all these systems with inventory that low. maybe 4-5 weeks,,,not lower. remember they are taking the dealer count down from 5000 to about 400. this means the 400 carry allot more inventory but cpq eventually ends up with 2-3 weeks in 3q98 they stated that in 3q98 they would be to 2-3 weeks.that's it.