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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Eddie Kim who wrote (10838)	12/11/1997 10:12:00 AM
From: hpeace	Respond to of 97611

thread, take cpq's present channel inventory and cut it by 1/3 to 2 weeks of channel inventory. then divide that up from the 4000 dealers down to the 500 dealers. the 500 dealers will need allot more inventory...lots more. almost 3 times as much and cpq is still at 2 weeks of inventory. I like it too... this way I don't have to wait for cpq pcs. they are in stk.. microage has been a channel of mine . I use compucom now since microage started pushing deliveries out on me. and microage is a backup channel. the 7 others can sell on black market only THREAD, I JUST GUESSED AT THE NUMBERS. IF IT'S 2 TWICES AS MUCH OR 4 TIMES AS MUCH I DON'T KNOW.. I'LL GET TH PRECISE NUMBER NEXT WEEK. you'll see the strategy of cpq now and how easy it will be to get things to s weeks of inventory... this system doesn't allow cpq to stuff any channel. since what goes to microage...comes out of shipments to 7 other deals that are not there.