Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Koligman who wrote (46544)	2/1/1999 3:33:00 PM
From: DownSouth	Respond to of 97611

Thanks, John. I owe you.

To: John Koligman who wrote (46544)	2/1/1999 4:00:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 97611

John, RE:"I have not been reading the thread all that long, but the basic premise is that unit growth (for the boxmakers) will not be sufficient this year to offset ASP declines."... ---- Mike has been using this argument for over 3 years. Remember a few years back when CPQ announced big price cuts and the Wall Streetists saw this as lower margins and sold off the stock. Since then CPQ has quadrupled split several times etc.. Channel stuffing is another thing but Compaq is becoming more inventory nimble.