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Technology Stocks : Compaq
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To: hpeace who wrote (10758)12/10/1997 5:55:00 PM
From: ed  Read Replies (1) of 97611
 
Steve:

When those guys talked about CPQ's inventory problems, what does it mean?

When they say CPQ had additional two weeks' of inventory in the channel, What this "two week"
really means? Does it refer to that it will take two weeks to clean those inventory?
Then at what month's sale data? Let say the two week was refered to March's sales data,
and the average selling rate per day in March is 2000 units per day, and the average selling rate is 2500 units per day in December, then two week's inventory with March's selling rate
as a standard will take 11 selling days in Dec to clean it up !!!!!What I am trying to say is that is the inventory a real problem or just an excuse for those fund manager to play with the
stock, by short selling the stock at $68 and buy back at $58 !!!!!!!!!!!!!!! Thinking about the
high seasonal sales in Dec. , how can CPQ meet the hot sales season without building some
inventories in advance ??? Of course, we do not like to see a negative inventory on CPQ!!!!
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