Stock Attack -- A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: jmac who wrote (6648)	3/8/1998 10:13:00 AM
From: Hawk	Read Replies (1) of 42787

Jmac You are completely correct, CPQ fudged the the 4th quarter number by stuffing the channel with inventory. Their game caught up with them this quarter. Unfortunately people don't want to accept reality, CPQ lied. Intel shortfall can be blamed on CPQ. Barret said they could not explain the problem. They just don't want to make one of their major OEM's mad. They know exactly were the problem was. I own a lot of CPQ and Intel and feel as if I was betrayed by them. The Big Boys on the street knew the situation and we were left holding the bag. H

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