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

To: rudedog who wrote (52640)	3/10/1999 7:12:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 97611

Rudedog, it was my understanding, perhaps I am incorrect, that several analysts had indicated that Compaq had too much inventory in the channel at the end of the fourth Q, and that CPQ itself acknowledged this as an inventory management problem. Let me root around and see if I can find the URL for this stuff. OT I have just had the pleasure of trying Dalwhinnie. A very interesting and pleasurable Scotch. What do you think of it?

To: rudedog who wrote (52640)	3/13/1999 3:07:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 97611

Rudy, here is a reference to Compaq's inventory situation: trading-ideas.com Analysts are curious about the inventory level, which created problem for Compaq in the same quarter last year. Compaq finished the December-quarter with 3.9 weeks worth of inventory, which increased to 4.5 weeks at the end of January. Analysts' believe that not much has changed in the inventory levels since January and Compaq may have trouble getting rid of inventory. Already, several large PC distributors pre-announced earnings shortfall, but the primary reason for their shortfall was not lower PC sales, but combination of other factors, such as increased competition from direct PC sellers CTC