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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (78639)	4/12/1999 7:58:00 PM
From: John F. Dowd	Respond to of 186894

T: On CC CPQ CFO said there was no channel stuffing problem. JFD

To: Tenchusatsu who wrote (78639)	4/13/1999 12:37:00 AM
From: Process Boy	Respond to of 186894

Ten & Cirruslvr Cirrusvlr, sorry I evidently double posted the ZD pie charts to you to you. Ten had it covered. PB Do you see the word retail anywhere in that statement? Does Compaq put AMD chips in commercial PCs???> Cirrus, it's reasonable to assume that Compaq isn't making much money on their low-priced retail segment, and never expected to in the first place. And anyway, the retail segment only makes up a small fraction of Compaq's total number of PC's shipped. It also makes up an even smaller fraction of Compaq's total revenue from PC's because of the lower margins. As for whether the channel was stuffed with AMD or Intel chips, we don't know. Either way, AMD's production problems could only have made things worse for Compaq who still wrestles with old problems like inventory. Also, you might want to take a look at the pie charts: zdnet.com to see that Compaq's retail marketshare has slipped between February 1998 and February 1999. This is definitely something that Compaq isn't admitting, perhaps because Pfeiffer is too busy blaming outside factors for Compaq's troubles. Tenchusatsu