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To: Mark Palmberg who wrote (11610)4/16/1998 2:52:00 PM
From: Eric Yang  Respond to of 213177
 
Don't know if everyone caught this in the conference call..but Anderson mentioned that the inventory in the channel is down by about $100 mil. This is a very good sign for the next Q. Fred even rubbed it in by adding "....unlike some of our competitors"

For those who don't follow Compaq, they blamed their disappointing 1 cent earning quarter on inventory problems in the channel. They stuffed it last Q and now they're paying for it.

Eric