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To: Kurthend who wrote (241)	4/7/1998 8:00:00 AM
From: appro	Respond to of 2025

>>Stung by recent criticism over its channel inventory glut, Compaq in May will take steps to remedy the situation when it unveils its configure-to-order distribution strategy<< infoworld.com Posted at 7:11 AM PT, Apr 6, 1998

To: Kurthend who wrote (241)	4/7/1998 4:55:00 PM
From: Yogi - Paul	Read Replies (3) \| Respond to of 2025

Kurt, More negative info contradicting Bear Stearns and Commerce-- biz.yahoo.com Excerpt-- <<The Company believes that the level of some of its customers' inventories continues to be high and that customers will work off these inventories before making significant new purchasing commitments. Several customers have unexpectedly re-scheduled or canceled orders due for shipment within the quarter, and turns business (orders that are booked and shipped within the quarter) is lower than anticipated.>> irthrifty