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

To: Dr. David Gleitman who wrote (20598)	3/8/1998 1:06:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

Can CPQ write off those inventory against its current quarter earning so that its cost of the second quarter of those inventory will be "0" ? Of course it will boost its second quarter earning !!!!!!!!!!!!!

To: Dr. David Gleitman who wrote (20598)	3/8/1998 1:24:00 AM
From: kahunabear	Read Replies (1) \| Respond to of 97611

A couple of years ago, the chip companies started to falter. Too much supply, to much inventory, falling prices. Lots of excuses. Things have continued to get worse. Last year the disk drive companies started to falter. Too much supply, to much inventory, falling prices. Lots of excuses. Things have continued to get worse. Now the box makers are starting to falter. What happens next ? BTW, if this ERP, supply chain, just in time, build to order stuff is so great, why do so many companies seem to have excess inventory ??????? SAP seems to be making a lot of money anyway. WS