To: Ross who wrote (73417 ) 1/13/2000 12:43:00 PM From: Knighty Tin Respond to
Ross, You haven't looked at Compaq's warehouses. People were saying exactly the same thing the last three times CPQ overbought on incentives. <g> Here is the way this scam can work. Intel tells Compaq that we have to put on a brave face since the quarter stank so bad. We will give you a rebate on purchases of this dead meat chip if you take delivery now so we can pad this quarter. In the meantime, we will tell the suckers that demand is tremendous despite all of the actual sales numbers that have come out, the comments from all of the distributors, and the collapse in retail sales, even in units, much less in price. That way, you, Compaq, may be able to sucker some naive customers into this new chip with one of your rummy boxes. So, what we do is bill full price now and give you a rebate next quarter. Believe me now, pay me less later. Also, if we can use enough blue smoke and mirrors, folks may not notice the way AMD and Apple have cleaned our clocks in the retail system, especially in notebooks.
