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Strategies & Market Trends : Waiting for the big Kahuna

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To: Knighty Tin who wrote (13425)	1/22/1998 1:32:00 PM
From: Satyr	Read Replies (3) of 94695

Please state the source of your statement if you have one. My response is from someone in the buisness who knows their bookeeping practices. To: +Satyr (14599 ) From: +hpeace Thursday, Jan 22 1998 12:06PM EST Reply # of 14604 thread and earlie. The cpq numbers not only include returns but it includes any future returns that have not happen. also, any known discounts that are immediately planned, they even include subtracting all revenue that was shipped to the dealer and put them over the planned inventory. these items make it impossible to stuff channels. In fact, with this formula will the ignorant people that claim channel stuffing please explain how can you stuff channel when cpq accrues a reserve for thses items and anything else they think is going to happen. Early on cpq learned that if they didn't want to shock the earnings it's best to plan for this stuff Sounds to me like your just a CPQ bear. I hope your shorting it heavily.

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