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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Satyr who wrote (13427)1/22/1998 2:03:00 PM
From: eddie r gammon  Read Replies (1) | Respond to of 94695
 
Hey Mike in case you dont know who hpeace is. Its Steve, he underwent a name change (g)

erg



To: Satyr who wrote (13427)1/22/1998 6:33:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 94695
 
Satire closes on Saturday Night, My sources for the inventory stuffing are Microage, Ingram Micro D, TechData, and Compucom, the largest distributors in the world. Your source for Compaq's "can't happen" statement is from the same co. that got caught inventory stuffing in 1995. And who also got caught lying in Xmas 1906, saying a pc model was completely sold out and then, the next week, coming out with $100 rebates. But some minor forest deities will believe any crap these guys spew. -g- The trick is, CPQ could, against all odds, be telling the truth and it is just their numbers and estimates that are skewed toward the pollyanna side.

BTW, I have no position at all in Compaq at the moment, other than as the owner of a crappy machine that they cannot fix.

MB



To: Satyr who wrote (13427)1/24/1998 9:14:00 PM
From: Knighty Tin  Respond to of 94695
 
"Satyrday" (The name of a horrible fantasy book that got good reviews a couple of decades ago),

You might want to read Eric Savitz's piece on page 64 of this week's Barron's. His source claims that dealer inventory of Compaq crapola (my word) is about 250-400 pct. higher than Compaq's internal target range. And Savitz has been a Compaq pollyanna for years.

Good luck,

Mb