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

To: Roads End who wrote (19060)	3/3/1998 6:26:00 PM
From: FR1	Respond to of 97611

As a CPQ investor I feel bad and good. Bad Because the stock is d-o-w-n. Good because I can buy more stock cheap. Good because and I am going to buy 2 of the sub $1K machines. And really good I almost bought into DELL. How much is that DELL drop - 10 points in 2 days? Glad to be here and not there. Can anybody comment on how the CPQ stock price relates to the Digital purchase. I mean does CPQ lose more or less $ if the stock price is high when the deal is approved - or is it all tied into the stock price at the time the offer was made?

To: Roads End who wrote (19060)	3/4/1998 10:07:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 97611

re : I know everyone is saying it but where is the evidence? CPQ's Inventory Problem. Most of CPQ's resellers report that at the end of the quarter, they had as much CPQ product as they needed. Several of them commented that they would not be buying any more CPQ product for several weeks while they worked through their current inventory. From this one can say that channel sellthrough is strong, but the fact remains that CPQ offered bigger than normal Buy-ins at the end of the quarter to their resellers. That bought in inventory is having to be mooved and it is creating pricing preasure. Jim