Aspect Telecommunications (ASPT) Message Board

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Technology Stocks : Aspect Telecommunications (ASPT)

ASPT 0.0001000

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Oct 22 9:30 AM EST

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To: Trader Dave who wrote (437)	10/19/1998 3:15:00 PM
From: Amsterdam	Read Replies (1) of 2018

The channel discounting only worried me a little initially (in the future it will worry me more) as this is a typical game that vendors like Aspt play. The problem is that once a vendor starts offering discounts to their channel the channel start's modeling their business and purchase patterns around it. Over time it tends to get addicting as the company uses the channel more and more to level off quarterly earnings, and the channel extracting bigger and bigger discounts for taking progressively higher inventory. Eventually the process has to be rationalized and it seems like that time has come from Aspt. If using the channel to make quarterly numbers still get's the stock hammered by 50% then they'd be better off with less volume through the channel but at normal margins rather than quarterly discounting.

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