I think you are just trying to spread horrible story on this thread all based on your own imagination without solid back up. Let me ask you , what if CPQ drop to $4 on Monday, What if the 1987 crash repeat on Monday ? Just like you , all the above are based on stupid imagination. What if Mar collide with earth today ? Then it won't be Monday anymore.
CPQ is still CPQ as before, this is just a tempory inventory imbalance caused by aggressive prediction, nd it did not mean the market is slowing down. the market can only absorb
200MM units and you predict 250MM units , of course the result is inventory, but it did not mean the market is not growing anymore . CPQ will digest those inventory pretty soon, and save its cost for next quarter, the problem will go to those component suppliers, because CPQ will buy less components as a result of inventory clean activity. |
