SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.42+2.2%2:28 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SecularBull who wrote (54679)7/28/1998 10:56:00 AM
From: rudedog  Read Replies (1) of 176387
 
LoD -
So perhaps we need to restate last year's sales for CPQ, hmmmm????

Yes - That's what I said, CPQ's 97 revenues were overstated (IMHO) by about a million units. The 12M run rate should have been 11M. Note that the channel stuffing occurred over a long period, creeping up by a week or so each year for more than 10 years. 1997 was a banner year for stuffing, I think that the number went from 12 weeks in jan of 97 to 16 weeks in jan of 98. But that's still only 4 weeks of inventory increase, not the whole 12 that was unloaded in 1Q and 2Q 98.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News