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

To: Sasha who wrote (22590)	3/19/1998 4:07:00 PM
From: Doug	Respond to of 97611

Sasha: For IBM, Income from direct sales will decline but on Turnkey jobs the impact will be insignificant. However its a different story for CPQ. Looks like CPQ and NKE are having the same problems. Both need to cut back raw and Finished Inventory, resort to JIT assembly ,strengthen their VAR's and Re-engineer to eliminate jobs that can be subcontracted for less. I do not see these problems being solved in a single Q. Even the maestro,Mr Dunlap required more than that.