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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jim kelley who wrote (42941)1/11/1999 12:03:00 AM
From: rudedog  Read Replies (1) of 97611
 
Jim -
Nothing emotional at all in my response. I suggested that a relatively small number of 2 way or 4 way systems could drive processor demand ahead of unit demand. I suggested that no one knows the 4Q unit numbers. What emotion do you detect from that?

I don't think that record sales for intel or the huge 4Q sales numbers in the industry reflect a serious problem for the box makers. Radio Shack is not a big volume outlet for CPQ and does not carry much inventory - I think the average is 4 units per store, so we are talking about a day's production for CPQ to service the whole radio shack deal.

As to stuffing the channel, every report shows just the opposite - CPQ cut back hard and the channel partners could not get enough product. Some suspect this is because CPQ was favoring direct sales, which would be reasonable given that CPQ wanted to assure rapid direct fulfillment. In any event, no evidence of channel stuffing.

I am always interested in discussing the facts.
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