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


To: Night Writer who wrote (24495)4/16/1998 2:05:00 PM
From: Eddie Kim  Read Replies (4) | Respond to of 97611
 
Can anyone explain the logic as to why DEC and thus CPQ are down. Didn't DEC just announce gangbuster earnings with margins going up to around 36%? Sure revenue went down, but didn't they make a ton more than what was expected? What's the problem now?

Also, can anyone explain the extent of this inventory stuffing. How can it take two quarters to unstuff the channel when according to many it took them only one to stuff?

-Eddie