Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: W.B. Michaels who wrote (31117)	2/26/1998 1:21:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Some random thoughts concerning CPQ: it appears that at least some of the conjectures that Jim Kelley and I had concerning CPQ were correct. It now appears that they have been stuffing the channels, and sell-through is not what they had hoped for. This will probably create downward pressure on retail prices in the near term. If they bite the bullet there could be a big down-draft in CPQ share price as they report on their first quarter. It would be interesting to see gross margin numbers on the "sub-zeros" as they pass through the marketing channel. Regarding direct sales and BTO --- "there's many a slip 'twixt the cup and the lip." Regards, Paul