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Technology Stocks : Compaq

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To: Satyr who wrote (14709)1/23/1998 11:35:00 AM
From: hpeace   of 97611
 
stuffing doesn't raise revenue..
here's the formula.
exchange2000.com

have burke explain how does stuffing raise rev.
it doesn't
one element gos up and anouther subtracts it out.
cpq has 5 weeks of channel . that's a 50% reduction form last yr.
plus internal inventory is turning 50% faster.
cpq got caught on this in 1986,1985 can't rmember and they had me write a program to fix it.

recent reports say january sale thoug is great.
I'm buying 25 cpq's this month and another server from full of equipment.
repeat, any shipements to micro etc. do not raise revenue for 4th qtr.
IF MICRO IS OVER THE PLANNED INVENTORY
MY GUESS IS SINCE MOST THE DEALERS BEING PHASED OUT WILL IMPACT REV.
CPQ TOOK A RESERVE IN 4QTH Q FOR THIS SUBTRACTING OUT A BUNCH OF SALES TIL THEY KNOW THEY ARE SOLD.
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