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To: Jim Patterson who wrote (33600)3/10/1998 1:06:00 PM
From: SecularBull  Read Replies (1) | Respond to of 176387
 
There are no signs of slacking demand overall. Just for CPQ. And really, CPQ just isn't growing market share as quickly as analysts and the Company expected. Demand is flat for CPQ.

Now, I say that the reason that CPQ demand is flat is because of the swallowing of demand by the direct marketer- DELL.

Again, I think that demand remains healthy, albiet seasonal.



To: Jim Patterson who wrote (33600)3/10/1998 1:55:00 PM
From: gc  Read Replies (2) | Respond to of 176387
 
There is a fundamental difference between Oil and computer. Oil won't lose value sitting in inventory. Computer does. For me, I would never buy a P166 computer no matter how cheap it is.. So you see when there is a diminishing demand for the outdated computers in the inventory, it won't necessary drive down the price for new computer.


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