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To: S.C. Barnard who wrote (32143)3/4/1998 6:07:00 PM
From: Chuzzlewit  Respond to of 176388
 
SCBA, I'm not hammering away at CPQ, just the notion of overbought and oversold. It's like beauty -- it's in the eye of the beholder.

In the case of Compaq, you are dealing with two inventories: the first is in the hands of the company itself, which is easy to quantify, and the second is in the hands of the channel -- a much more difficult number to estimate.

Regards,

Paul