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To: jim kelley who wrote (40739)5/7/1998 7:58:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
'Sub-zero' is a zero sum game.

Jim:

I also heard the other day this sub-1000 PC segment is not a profitable venture.They were saying Packard Bell tried this for years and never made any money at it even when there weren't much competition in this space.Now CPQ,I think,got 40% of or so of the Sub-1000 segment and possibly growing meaning the more they sell this crap the less money they make.Oh well may be they can make it up on volume.<gg>



To: jim kelley who wrote (40739)5/7/1998 8:21:00 AM
From: Gabriel008  Read Replies (1) | Respond to of 176387
 
Jim, I saw a study on channel inventory levels a few days ago that agrees with your assertion that Compaq has started to stuff the channel again. The study compared Apple, IBM, HP & CPQ in terms of days sales of inventory in the channel. The report concluded that Compaq inventory had spiked upwards in March. I didn't bookmark the report and now I can't find it any longer.


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