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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (105480)	2/27/1999 3:28:00 PM
From: HDC	Read Replies (1) \| Respond to of 176387

Jim, Fabulous Call on CPQ and Channel Stuffing!!! You were the first to call our attention to it. We need to keep up with "what's really going on" and not pay attention to CPQ's press reports and proclamations from their leader EP. Even analyst Ashok Kumar made this comment in a Reuters article on Friday: <<"It's almost like deja vu," Kumar said. "In the December quarter, Compaq stuffed the channel to make the numbers" he said, referring to Wall Street's earnings expectations for the company's fourth quarter.>> Thanks and please keep watch over the numbers (particularly A/R's)! Best, Duncan