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


To: jim kelley who wrote (27301)6/8/1998 10:43:00 PM
From: Eddie Kim  Read Replies (1) | Respond to of 97611
 
>>There evidence that there is a void of CPQ products in the channel

Oh I get it...last month Compaq had too much inventory and now they have none. I guess Mason was just kidding when he said last week he wanted inventory down to 4 weeks.



To: jim kelley who wrote (27301)6/8/1998 10:50:00 PM
From: Doug  Respond to of 97611
 
J.K: Since the Contract manufacturers are down, it would be prudent to step to the side lines for the next 45-60 days.