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Politics : Ask Michael Burke

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To: Earlie who wrote (55762)	4/12/1999 11:46:00 PM
From: Don Lloyd	Read Replies (1) of 132070

Earlie - You might be interested in this discussion of CPQ and price protection, among other things. - fool.com "...This is because Compaq sucks up the price protection they offer distributors through a contra-revenue item, which flows as a debit straight down to net income and retained earnings. In the process of adjusting the balance sheet, a credit is taken to accounts receivables. You can look at it as an adjustment to past earnings if you want, too. Which means that Compaq's discussions of its business aren't meaningful, as far as I'm concerned and as far as I think they pertain to individuals. I've talked about this before when I've said they're somewhat dysfunctional. One quarter they talk about sell in and revenue growth, another quarter it's sell out and inventory levels, and some other quarter it's going to be hits on AltaVista.com and their shopping.com unit...." Regards, Don

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