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

To: Satyr who wrote (23924)	4/5/1998 3:31:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

You are talking like a stock fortune teller again on this thread. Let me give you one piece of information, DEC will announce much higher earning comparing to the same quarter of last year, i.e 50C vs 27C. I always like to talk about fact, and you like to talk nonsense to speculate the future price of stock while based on unsolid speculations. I think you realize that most of the inventory probably has been digested at this moment (about 200000 units), with annual sales of units of 13 million units, the inventory of 200000 units is only around 1.6% of annual sales. To transfer from a indirect sales model (through the middle man) to a direct sales model, the one quarter of earning disappointment is the pain CPQ has to facedAfter the adjustment, it will be a new beginning to CPQ, and it is a good one. I think you realize that. Especially the merge with DEC, it is another positive to CPQ. Selling to the enterprise , it is quite different than selling PCs to the individual consumers. It required a lot of service and consulting and after sale service, with DEC, CPQ will be fully equipped , which DELL does not have, and HWP fear to death, the fierce competition from CPQ for the business of enterprise .