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

To: jim kelley who wrote (29346)	7/16/1998 12:14:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 97611

Sorry if posted already. Q growth stong: techweb.com Phil

To: jim kelley who wrote (29346)	7/16/1998 12:21:00 PM
From: isdsms	Read Replies (2) \| Respond to of 97611

<<Well the internal inventories at CPQ are 6.5 weeks>> Could you cite your source for this claim?

To: jim kelley who wrote (29346)	7/16/1998 12:27:00 PM
From: E.H.F.	Read Replies (1) \| Respond to of 97611

Yeah, yeah. Meanwhile, I'm going to be laughing all the way to the bank. People are getting on the train now...you still have time to make a good financial decision and get on it. If you have a long term perspective, CPQ is a fantastic buy, even at this price. E.H.F.

To: jim kelley who wrote (29346)	7/16/1998 6:33:00 PM
From: Don Edgerton	Read Replies (2) \| Respond to of 97611

I wondered the same thing. Then I saw a blurb on TV. CPQ uses subs (probably in Taiwan) to build its low end machines. Buyers such as Computer City send orders direct to contract builder who ships straight to buyer. Contractor maintains work in process inventory on his books. Entry on CPQ books is from time of shipment until time of delivery. CPQ bills the buyer and pays the builder. This is likely why the comment was specific to commercial models. Anyone correct me if they believe otherwise. Aloha