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

To: DownSouth who wrote (46603)	2/1/1999 8:59:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 97611

DS, Intel missed the sub 1K pcs and even made fun of them for a while until they got their lunch eaten. Ditto for Dell. They can't change history by pretending they didn't say what they said. I have a different story than the company because I am not a carnival shil, as the company spokespeople are. Proof on receivables? Uh, have you read the earnings report? It is all in there. On the channel stuffing, read the reports of folks in the channel, Ingram, Microage, Inacom, Compucomm, etc. Then go back and read CPQs disingenuity about stuffing the channel last year. While you are at it, read IDCs report about sales last year and their comments about overflowing inventory channels. And they are an industry lapdog. In other words, if you listen to nothing but co. releases, you will be misled every time, especially with this co. MB