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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Luc Glinas who wrote (24585)	4/20/1998 9:50:00 AM
From: Satyr	Read Replies (1) \| Respond to of 97611

If it takes out 25 3/4 you may see a good move. I think it's putting a bottom in. Am long from the opening now lets see if I'm right.

To: Luc Glinas who wrote (24585)	4/20/1998 11:16:00 AM
From: Spots	Read Replies (2) \| Respond to of 97611

Channel assembly means the boxes are shipped only partly assembled and the channel resellers complete the assembly, adding options (memory, disk drives, sound, etc) as necessary. They could assemble to their own inventory or assemble-to-order from customer sales. The idea is that channel flexibility is increased, inventory risk is reduced, and the resellers add more value. Some profits get shifted to the reseller but CPQ lowers unit costs. Quality control is an issue, as are reseller expertise, resources, and sales models. Some of these issues are supposed to be addressed by reducing the number of channels. I think the jury's out, but maybe someone has better info.