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Technology Stocks : Compaq
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To: Chuzzlewit who wrote (52638)3/10/1999 7:06:00 PM
From: rudedog  Read Replies (2) of 97611
 
Chuzz -
after acknowledging the fact that channels were stuffed
I don't think that anyone at CPQ has acknowledged any stuffing. The explanation I got for Kelley's financial analysis was that these were anomalies from the DEC acquisition and that channel inventory had not changed substantially.

I found Jim's analysis interesting but have not been able to substantiate it either in my contacts at CPQ or with the channel partners. The few channel people who had any comment said that they could not get enough product in December.
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