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

To: gc who wrote (11051)	12/12/1997 12:48:00 AM
From: Elwood P. Dowd	Respond to of 97611

Gary...see response #10288 on this thread. Stephen

To: gc who wrote (11051)	12/15/1997 10:49:00 PM
From: hpeace	Respond to of 97611

The CFO for cpq released that statement as public news on dec 5th I think. cpq always raises inventory this time of yr. you miss sales if it's not there. the redcution in dealers 4000-5000 dealers down to 400.. will drop inventory a bunch. this is the strategy cpq had from 1983 to about 1988. cpq never commtitted to two weeks of inventory til next yr. when you put a new system in you always have extra inventory then start dropping it and work the problems that show up... you don't just drop inventory to 2 weeks and put the system in... that is asking for lost sales. this is std. TQM/JIT ///no rocket sceintist theories.