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To: jim kelley who wrote (47119)6/10/1998 10:50:00 PM
From: jim kelley  Respond to of 176388
 
Cat,

Re: The 1B Write down issue

I checked the CPQ financial statements for the last few quarters.
They typically carry 1.2 to 1.6 B worth of inventory.

I think therefore I am probably correct in the opinion that the 1B write down would have to come from returned or swapped PC's.



To: jim kelley who wrote (47119)6/10/1998 10:51:00 PM
From: Techie  Read Replies (1) | Respond to of 176388
 
Is this like 'guilty until proven innocent?'

"Dog is denying that CPQ takes back product but there is no evidence that it does not do this."

and do you have any URLs for your claims or are you trying to push the stock down on rumors?


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