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

To: Dr. David Gleitman who wrote (20606)	3/8/1998 1:18:00 AM
From: Larry J.	Respond to of 97611

"Compaq CFO Mason: ODM is critical": Computer Reseller News (03/07/98; 1:25 p.m. EST) Sorry if duplicated previously. techweb.com Last paragraph is unnerving with respect to prospects for DEC....the other shoe? Larry

To: Dr. David Gleitman who wrote (20606)	3/8/1998 1:23:00 AM
From: ed	Respond to of 97611

I know companies can write off inventories against its current quarter earnings, but the things which bug me is I do not know those inventory belong to CPQ or is just its distributors' inventory, and when CPQ say the current quarter's earning may be break even, did CPQ already take the inventory into consideration ? i.e write off the inventory of current quarter against the current quarter's earning ? Which means switch the 1Q's earning to the second quarter through inventory write off. If this is the case, then we will see a blow away earning in the second quarter.Because all those inventory of the first quarter can be sold in the second quarter with no cost, every one computer it sells from the current inventory will be pure profit, no cost at all !!!!!