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

To: Elwood P. Dowd who wrote (18522)	2/28/1998 9:40:00 AM
From: Mohan Marette	Read Replies (5) \| Respond to of 97611

Will somebody give this SB guy an enema,his 'channel' seems stuffed. What 'channel' problem? Looks as though SB guy's 'channel' is stuffed. and not CPQ's. Stephen: Screw 'Second' opinion for that matter the hell with even the 'first' opinion,and as for 'VectorVest' they can vector THIS for all I care.<g> Here is our man from Compaq on the retail sales situation. ------------------------------------------------------------------- For private use only: Courtsey: Techweb news/CMP Net Industry News Compaq PC Shortages Due to Delays, Not RadioShack Deal By Roger C. Lanctot New York 5:30 p.m. EST Fri., Feb. 27, 1998 That sucking sound that retailers are hearing coming from Houston is not the sound of PC merchandise being soaked up by RadioShack, says Michael Larson, vice president of sales and marketing for Compaq's consumer division: It is the sound of market share being gobbled up as Compaq's consumer division has its biggest January ever. Retailers have been complaining for weeks about an inability to get sufficient Compaq PC inventory, and some were outraged at the signing of the exclusive deal with RadioShack in January, in the midst of the product shortfall. Near the end of January Compaq inked a pact to be the sole supplier of PCs to RadioShack's more than 6,000 company-owned and franchised stores, displacing IBM. "We have not shipped RadioShack one stick of product," Larson said today. "We planned 100 percent of the RadioShack business as incremental to the business we have developed with our base of existing accounts." Larson said that Compaq product would be in place in RadioShack stores by the end of March, confirming statements made by Tandy executives in a company conference call with Wall Street analysts. Larson said that product delays, coupled with a dramatic increase in sell-through, were contributing to the current shortage of product in the retail channel. "Our first half ramp has not gone as smoothly as we would have liked," he said. "There's no question a number of our products have been delayed. We are selling at an extremely higher rate than we did last year." Compaq's units sales increased 90.7 percent in January, relative to January 1997, and revenue was up 27.4 percent, according to audited retail sales data from PC Data, Reston, Va. ---------------------------------------------------------------------- So stephen: What is the matter withya guys, you see any problems, I don't see any problems here. ÿ