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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (25451)	1/23/1998 1:31:00 PM
From: hpeace	Read Replies (2) of 132070

you have been yelling cpq stuffing channel....while I just computed cpq has gone up 100's of points. so, while you are on the side lines ekking out a point here and there on cpq on a short.it's up 150 points and dell is up more.... plus, how do you stuff channel but delaer inventory go down from 10 weeks a yr plus ago to 5 weeks now. and internal inventory truns go up 50%...and cash to 6.8 billion and on and on.... I think the only stuffing happening you you stuffing baloney down our throats. cpq is at 5 weeks inventory and they are cutting dealers from 5000 to 400. now the 400 better carry a bunch of inventory to handle my purchase or I'm going to be hyping mad. but, the 400 dealers can have weeks of inventory and still keep cpq under 5 weeks. I'm buying 25 or so cpq pc's this week and a complete server room of proliants. that stuffing the channel thing doesn't hold mathematical water sense dealer up is down 50% ....so can't stuff then and now and inventory go down by 50% in the channel.

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