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


To: William Hunt who wrote (28014)6/24/1998 3:51:00 PM
From: rudedog  Respond to of 97611
 
Bill -
1) Have no clue on when CPQ will discuss inventory levels but my sense is they will be cautious about any statement until after earnings are announced.

2) DEC merger is already final as of the 11th in a legal sense, probably will manage layoffs over a period of 6-9 months I would guess.

3) Don't have a feel for what real demand is in the general market, lots of contrary opinions as you know.