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

To: BILL CHOW who wrote (47086)	2/5/1999 4:35:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

Let's put it in context. Note that what CPQ lost on volume yesterday it made up today. CPQ -2.92% 21,478,300 DELL -1.89% 35,531,600 GTW -3.27% 2,474,000 IBM -2.10% 8,468,700 HWP -4.56% 5,572,100 AAPL -4.13% 6,930,800 CSCO -3.80% 27,114,600 MSFT +0.59% 31,941,500 INTC -1.97% 33,721,200 LU -2.79% 10,925,700

To: BILL CHOW who wrote (47086)	2/5/1999 6:16:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 97611

CPQ still sells to the channels more than it sells to the end user. Also, they have no direct way to get the sales by the retailers or by the VAR channels. I am not concerned with short term perturbations in the market price. A detailed analysis can be done when the 10-K is available. If the channel stuffing is confirmed then we will be able to predict CPQ stock price with more precision. The IDC data supports the channel stuffing hypothesis but it does not prove it.