Michael..... the following points from your post are well-taken. I, however, see them as more than "mildly positive." Wall Street got the inventory question answer directly from the horse's mouth. DELL up 2, I think, in pre market trading. CPQ was up 1/4 in London this morning. We all agree that it is finally time and about time for CPQ to shine. El
"The only mildly positive statements EP made was (1) DEC integration progressing (yet NOT
finished), (2) CPQ benefiting from Asian financial situation because of lower material&labor
costs (market demand is flat to down), (3) CPQ is NOT offering buy-in deals to retailers, (4)
Inventories are at their lowest levels in CPQ history, (5) BTO & CTO & Direct Selling are
moving forward, (6) 3rd & 4th qtrs see increased demands for CPQ." |
