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

To: nlam who wrote (21072)3/9/1998 3:55:00 PM
From: Eddie Kim  Read Replies (1) | Respond to of 97611
 
Anyone,

Concerning the channel stuffing:

It is the high-end or low end that's causing the problems?
I'm hearing that's its the high end computers/servers.

-Eddie



To: nlam who wrote (21072)3/9/1998 4:09:00 PM
From: John Koligman  Read Replies (1) | Respond to of 97611
 
I would not worry too much about HWP, they have missed every quarter for at least the last year. IBM's CFO stated some time ago that this quarter would be weak for them due to Asia and possibly currency translation.

John

PS - My price prediction yesterday was a close of 25 1/2, now if I could only call the future with this kind of accuracy!!


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