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To: Eddie Kim who wrote (37687)	4/13/1998 6:51:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Thread. More evidence that DVD market is getting stronger, I'm hoping that the second half 1998 will be when DVDROM takes off. piano.symgrp.com Greg---> Maybe my dog NMBS will do better. Nah, never happen. <ggg>

To: Eddie Kim who wrote (37687)	4/13/1998 7:28:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Eddie, The interview I heard on CNBC with Pfeiffer reported a multiperiod inventory problem. Perhaps you have additional information you care to share? Now as to the cause of inventory problems, IMO it boils down to this: too much of the wrong stuff. This occurs when you order too much of the wrong stuff. This occurs when demand does not approximate the forecasts upon which inventory ordering is done. JIT avoids this problem because it does not rely on forecasts. Perhaps this analysis is too simple-minded and you would like to expound on the cause and severity of Compaq's problems? TTFN, CTC