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


To: Loki who wrote (47041)2/5/1999 1:41:00 PM
From: jim kelley  Read Replies (2) | Respond to of 97611
 
We can look at this in more detail when the 10-K report is available.
IDC data suggests at least a month's worth of channel stuffing.
This is enough to inflate the earnings in q4.

IBM also appears to have stuffed the channel. HWP looks like they avoided the stuff.