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To: Ian Davidson who wrote (31179)	2/26/1998 9:11:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Ian, there is some evidence that CPQ stuffed the channels -- i.e. forced resellers to take inventory. This will show up as a "sale" rather than as inventory. If this is true, then you can expect significant deterioration in CPQ's financials, because resellers will have to unload that inventory. You might pick this up as a dramatic increase in DSO (although that's a flawed metric). Rrgards, Paul

To: Ian Davidson who wrote (31179)	2/26/1998 9:46:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

SO CPQ turns inventory once every 4.4 weeks and DELL turns are once every 7 DAYS. Need I say more. <gg> Greg