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To: jim kelley who wrote (31137)2/26/1998 4:48:00 PM
From: Chuzzlewit  Respond to of 176387
 
Jim, I agree 100%. Now, having stuffed the channel, Compaq will probably have to take back some regurgitated inventory. What may frighten some DELL investors is that CPQ reports before DELL and a lousy looking quarter may hurt DELL prices short term. Look for a buying opportunity in DELL the day after CPQ reports earnings.

Regards,

Paul



To: jim kelley who wrote (31137)2/26/1998 5:12:00 PM
From: Boplicity  Respond to of 176387
 
Thanks Jim, as always very perceptive.

Greg