Compaq Message Board - Msg: 536428

STOCKTALK

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 : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: michael c. peterson who wrote (1135)	12/10/1996 11:22:00 PM
From: hpeace	of 97611

micheal, I think the dif in gateway and MU and their systems don't play chess well and bec. their I/S isn't as good as CPQ and cannot really let them know where they really are at. remember I kept saying that cpq has all these pc's in the stores and dealers at lower cost on the books already. By having a model that can do this then when the prices are force to drop then unexpected shocks don't happen. Price protection forces kickbacks to stores and then prices drop more and it eats inot the plan. I'm positive that MU and gateway do not know how to do this so now the shocks are hitting them when they simulate the qtr closes. this will not happen to cpq. the numbers are in the bag. $2 eps isn't there but the numbers are there. okay, see why I kept saying that cpq has these sold at lower prices and why that was important....the gateway is the reason. I repeated it and I guess no one understood what I was saying. What I need from you is at least you understand the imprtance of this sales shipment trick.. it really lets you know where you stand and doesn't present shocks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next