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: marquis103 who wrote (25167)	4/29/1998 7:19:00 AM
From: Intel Trader	Read Replies (2) \| Respond to of 97611

Yes, Russ re: "efforts to trim inventory are going very well". I can tell you that Lehman's opinion/decision critera (and likely others re CPQ) will become a 'buy' from 'neutral' dependent on their CPQ clearing out the channel. I suspect that Mr. Pfeiffer is being honest, that things are working themselves out, and have been getting fixed over the last few months. Look for the street to warm to Compaq over the next few days with upgrades. (Good management would have implemented fixes over the last couple of months, and it is surprising to me that they have been effective so quickly -- but, that is what you get with Compaq -- great management). it