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

To: rupert1 who wrote (48932)2/19/1999 12:41:00 PM
From: trouthead  Read Replies (3) | Respond to of 97611
 
victor, I have read several references in the last few days about channel stuffing. None of it has been substantiated as far as I can tell. Is there any truth, or at lesat a reliable inference (ie not a kelley or piccoli spew), to the rumor that CPQ stuffed the channel again?

Thanks,
jb



To: rupert1 who wrote (48932)2/19/1999 1:34:00 PM
From: Roads End  Read Replies (2) | Respond to of 97611
 
Victor...OT...Re RMBS...I'm holding off for now. There is enough controversy over the camino chip set release to cause it to pull back further. Management has stated earnings will at best be flat for 3 more Qs. Actually they hedged on the 3rd Q which reinforces the uncertainty issue. My target is the low 50s but who knows. The story is for real and it doesn't hurt to have Intel giving 110% support financially and technologically.
Steve


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