SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Jack T. Pearson who wrote (21973)3/16/1998 12:25:00 AM
From: Greg Jung  Read Replies (1) | Respond to of 97611
 
Typically the main complaint of stockholders of a first-class
company such as cpq is "everybody else is going up, why isn't mine?"

The computer industry history is filled with massive disappointments
once companies get large and so some worry is justified. Does Compaq
grow at 20% rate or will it's sales be relatively flat in the years to come (as it has for DEC and IBM in recent years). Different answers give wildly different stock price fair values, hence the volatility.

Greg



To: Jack T. Pearson who wrote (21973)3/16/1998 12:42:00 AM
From: Nicholas  Read Replies (3) | Respond to of 97611
 
I believe the release of the latest Windows OS is playing a larger part in this PC slowdown than anyone is realizing and I am suprised it hasn't seen more discussion. I've been wondering if there was a similar slowdown in PC sales prior to the release of Windows 95. Maybe someone on this thread could shed some light on this?

TIA
Nicholas



To: Jack T. Pearson who wrote (21973)3/16/1998 8:20:00 AM
From: Jason W. France  Read Replies (1) | Respond to of 97611
 
Jack,

I think you are underestimating the complexities associated with CPQs inventory problems.

Jason