Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: KHUL who wrote (22515)	3/19/1998 1:17:00 AM
From: E.H.F.	Respond to of 97611

The question in my mind is did CPQ really make an error in over estimating demand? If they did, then what they are doing makes sense...they are reacting to the problem of too much inventory. But if they didn't overestimate it, in fact if they didn't give a damn about it, then what is the real deal? All this cohesive, organized price cutting...is it reasonable to think that this is a spur of the moment knee jerk reaction, or is it more reasonable to think that the whole thing has been coordinated and planned? Maybe we are all players in a story that is still unfolding, and it is us and the media that is clueless, not Compaq. I'm glad I'm long. Everyone thinks that Compaq has blundered terribly...yet their past does not add up to the present. We'll see. E.H.F.