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Technology Stocks : Compaq
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To: The Duke of URL© who wrote (95850)3/8/2002 12:09:46 PM
From: MeDroogies  Read Replies (2) of 97611
 
That's true, if all you do is focus on the CPQ side. However, when they discuss inventory, they often discuss how much is sitting out at the stores themselves, and most retailers had very good quarters.
In past quarters when stuffing was obvious, there wasn't as large a decrease in the inventory. This must have been some serious stuffing.
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