Compaq Message Board - Msg: 3595021

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Technology Stocks : Compaq

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To: Roads End who wrote (19060)	3/4/1998 10:07:00 AM
From: Jim Patterson	Read Replies (2) of 97611

re : I know everyone is saying it but where is the evidence? CPQ's Inventory Problem. Most of CPQ's resellers report that at the end of the quarter, they had as much CPQ product as they needed. Several of them commented that they would not be buying any more CPQ product for several weeks while they worked through their current inventory. From this one can say that channel sellthrough is strong, but the fact remains that CPQ offered bigger than normal Buy-ins at the end of the quarter to their resellers. That bought in inventory is having to be mooved and it is creating pricing preasure. Jim

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