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To: Eddie Kim who wrote (40888)5/7/1998 5:29:00 PM
From: BUYandHOLD  Respond to of 176387
 
Eddie
I looked at the same chart from link Gabe provided. I must say I agree it looks like IBM and HWP stuffed their channels more than CPQ.
I however think that printers and services (HWP), and services(IBM) offset reduced revenues for these two. CPQ appears to rely more on "boxes" and therefore was hit far harder.
Maybe that is why CPQ is trying to widen revenue base? Can you say DEC?

CG