Ask Michael Burke Message Board

STOCKTALK

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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (51603)	3/13/1999 9:49:00 PM
From: jim kelley	Read Replies (2) of 132070

MB It looks like all the CPQ bad news is not out yet. CPQ is having very serious problems with the channels. They are already stuffed and business is very slow for CPQ. You should be able to close out your puts in the 20's. - Exchanging dead inventory in China - Making a new deal with the channel ( "Collaborative Selling".) - Having a slow January , a moderate February, and a scary March. - Channel stuffing hurting their cash flow - Promising the channel that CPQ will own all the product in the channel after making them own the stuff. It is hard for them to shrink their SG&A and they are not making money off their hardware only services. It is looking worse than last year. DELL will capitalize on this moment of weakness. JK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next