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

To: Bipin Prasad who wrote (41069)	12/23/1998 3:59:00 PM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

InSook: I would say that if IM is moving to "share" facilities with CPQ, that they must sell a lot of Compaqs. siliconinvestor.com K

To: Bipin Prasad who wrote (41069)	12/23/1998 4:09:00 PM
From: rudedog	Respond to of 97611

InSook - CPQ does a fair amount of volume with Ingram, but I don't think that's where Ingram's problems came from. It is much more likely that they, along with the other big channel players, are having to adjust to the different financial model being pressed on them by CPQ, HP and even IBM. These channel guys can no longer order as much product as they like with the assurance that if they can't sell it, CPQ will help them unload it by providing subsidies. That's bad for them but good for CPQ. CPQ has the lowest inventory position going into '99 that it has had in the last 15 years, in terms of days of inventory outstanding, according to CPQ sources.