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

To: hpeace who wrote (17911)	2/22/1998 9:26:00 PM
From: StockMan	Read Replies (1) \| Respond to of 97611

Hpeace, Re -- what you left out was cpq's normal 25% growth . if cpq grows 29% then they have their 50 billion. Quit trying to dupe investors. CPQ has said DEC would be accretive at the end of 1998. If CPQ could make DEC and old CPQ grow 29%, DEC would be accretive almost immediately, and with the cost cutting (layoffs) etc.. would be even more profitable immediately. Face it Hpeace. This dog CPQ will only grow 15% at the very best. Stockman

To: hpeace who wrote (17911)	2/23/1998 1:58:00 AM
From: CENTrader	Read Replies (1) \| Respond to of 97611

Steve, ...from Dell's press release... <<Dell managed to reduce inventories by quarter's end to a stunning seven days versus 11 days in the third quarter and 13 days a year ago. By contrast, Compaq's best effort to follow Dell's lead left it with 24 days of inventory at the end of its fourth quarter. Such stellar inventory management allows Dell to take advantage of falling component prices more quickly, thus offering lower sales prices while still claiming higher margins than its competitors.>> How important is reducing inventory days? Will CPQ work to improve on this? I need an education.... Thanks, Bill