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To: hpeace who wrote (28164)1/21/1998 10:01:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176388
 
RE: I saw no anayst that thought cpq's revenue would be higher than 25 billion.

Revs for the Q were 7.3, Some were expecting 7.6
Margins made the differance to beat Ests.
I know CPQ has 4-5 weeks of inventory.
CPQ dodged the Channel inventory question which is thought to be high due to the 50% buy-in's offered to the VARs at the end of the quarter.
Now the "special promotion " on selected models from participating resellers.

ALL of that looks fishy to me.

Obviousely it does not concern you.
Or maybe it does because you are arguing with me.
I am a trader. I covered my Position. I will be back.

Jim