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

To: Eddie Kim who wrote (19461)3/4/1998 11:28:00 PM
From: Dulane U. Ponder  Read Replies (2) | Respond to of 97611
 
Eddie, the channel stuffing issue has been around since the 4th Q but cpq made their quarter then. I don't think there are any numbers on this. There seem to be 2 sides -- one claiming inventory back-up, the other refuting it. If you discover any real facts about this issue, would really appreciate your letting us know. dp



To: Eddie Kim who wrote (19461)3/5/1998 12:11:00 AM
From: gc  Read Replies (2) | Respond to of 97611
 
I agree CPQ is the next after intc. CFO should have Feb. number since it was the end of Feb. when he spoke at ML conference. He was hoping for a mirracle in March. I am afraid that CPQ may preannounce too.


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