Compaq Message Board - Msg: 465800

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Technology Stocks : Compaq

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To: Leo Francis who wrote (754)	11/19/1996 11:41:00 PM
From: hpeace	of 97611

LF..you're telling me cpq doesn't need qtr to qtr increase..that's deosn't mean anything I'm telling you want they want to design...remember..this isn't something we can debate... I was there and know the party line. I know what they want to do... whether they need to do it or not is debateable but what they want to do is not debateable... PO's from dealers they count on being changed. they actually go 60 days out on po's and longer on contracts.. they get extra points for giving 60 days of po's. more points for not changing the po's. cpq lets them change them ..them cancel...what ever. they don't want to force them to take inventory bec. of floor planning.. that means they help them finance inventory at lower rates.. that's an expense.. It was in the 10q.

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