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

To: Dulane U. Ponder who wrote (15838)	1/31/1998 11:20:00 PM
From: Kenneth R Miller	Respond to of 97611

Thanks for the news excerpt... lots of opinions out there in cyberspace eh?

To: Dulane U. Ponder who wrote (15838)	1/31/1998 11:26:00 PM
From: hpeace	Respond to of 97611

the channel invenotry answer is incorrect. compaq already said that channel inventories are 50% what they were 1 yr ago.. so that is 5 weeks. cpq''s channel inventory is dangerously low to be implementing all these systems. I'm ordering a room full of servers and 25 cpq's now. they better have them in stock. plus they are turning inventory 50% faster than last january they also will be reducing the channel from 1000's to hundreds of dealers. cpq's bto program is months ahead in Europe and on schedule in USA. the press is incorrect. cpq stated that they wanted 2-3 weeks of inventory by 3q98... the press is misquoting what cpq said ... it's best to view the collection of data the way you would obtain data in a court case. learn what is heresay and what is first hand. then judge the sources appropriately.

To: Dulane U. Ponder who wrote (15838)	2/1/1998 1:21:00 PM
From: Dulane U. Ponder	Respond to of 97611

Steve, I thought it was clear that I believed Sbg's comments to be incorrect when I said a "certain irrational antipathy" governed his remarks which seemed to be typical of many statements made about cpq recently by other professional fund and money managers. The point i was really trying to make, and apparently did not, was that MM's are looking to put their money in stocks which they perceive will have a quick run-up in the near term (Dell, e.g.). Additionally, it is clear from the picks of all this week's Roundtable participants, that many previous favorites (ORCL,MSFT,CSCO,INTC et al) have been scratched off the list. Numerous justifications are mentioned -- some at least with an aura of legitimacy. However, underlying the arguments for divestiture in the big techs, runs the theme that such big blocks of money being liberated have to go somewhere and that the movement of these big blocks of money from one stock to another also generates huge amounts of income for professionals while simultaneously running up the share price of the new target companies in the near term making them ripe for additional profit taking by professionals.