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To: Elwood P. Dowd who wrote (95809)3/7/2002 5:50:04 PM
From: PCSS  Respond to of 97611
 
he used the word 'supposed' re: channel stuffing but the impact/implication was/is/will-be the same --- it wasn't that he KNEW or that HWP/CPQ DID

how frustrating/pathetic



To: Elwood P. Dowd who wrote (95809)3/8/2002 12:05:29 AM
From: Night Writer  Read Replies (2) | Respond to of 97611
 
A little hard to reduce inventory by 1.7 billion and increase inventory turns while stuffing the channel. Also remember that over 60% is now direct sales. How do you stuff the channel on that?

Did he also bring up the accounting change like it was a revelation? I think these guys are working to keep a wide arb spread at this point.
NW


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