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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (95809)3/8/2002 12:05:29 AM
From: Night Writer  Read Replies (2) of 97611
 
A little hard to reduce inventory by 1.7 billion and increase inventory turns while stuffing the channel. Also remember that over 60% is now direct sales. How do you stuff the channel on that?

Did he also bring up the accounting change like it was a revelation? I think these guys are working to keep a wide arb spread at this point.
NW
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