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Politics : Ask Michael Burke

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To: Earlie who wrote (39788)	12/18/1998 11:12:00 AM
From: Nadine Carroll	Read Replies (2) of 132070

Earlie, "In fact last year did see a nasty overhang, and it did cause some equally nasty reported results (example,...CPQ. Street expected $0.35 in Q1 and the company provided $0.01). But, as you point out, the investment crowd essentially ignored what this writer thought would cause some serious blood-letting..." The investment crowd did not quite ignore this...CPQ moved sideways most of the year while DELL doubled; only in the past few weeks as Q4 expectations improved did CPQ top its previous high. Where are you getting your information about the "stuffedness" of the channel and the amount of overhang you expect? Where can I go to pick up clues on this subject?

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