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


To: Kenya AA who wrote (40957)12/23/1998 10:42:00 AM
From: Richie  Read Replies (3) | Respond to of 97611
 
Kenya,

I agree with you, I don't think we'll see the 30s again.......
from what I understand.....IM was a big seller of white boxes.....
and as someone else pointed out.......we do not know what percentage of sales was CPQ.................

RichieH



To: Kenya AA who wrote (40957)12/23/1998 10:45:00 AM
From: Roads End  Read Replies (1) | Respond to of 97611
 
Kenya..I'm thinking along the same vein. IM, Microage, etc are the "channel". Those are the companies one would expect to be pinched. IMO their weaker performance manifests the success of the new distribution models.
We also put in a small 10 day base between 40 and 42 that should provide support.
Steve



To: Kenya AA who wrote (40957)12/24/1998 1:31:00 AM
From: Aitch  Respond to of 97611
 
K,

Have to agree with you. It is all a perception thing. The distribution model has changed substantially, not only for CPQ.

Rudedog puts it very nicely: Message 6948915

H