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To: jim kelley who wrote (48365)	6/20/1998 7:45:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - This is the kind of stuff I'm talking about. The CRN article does not link price protection to inventories, you do. This is begging the question, stating your conclusion as a premise. CPQ is using the elimination of price protection to both reduce their contra-revenue costs and also to induce the channel to carry less inventory, but frankly once the price protection goes away it's not CPQ's problem in a financial sense. I don't see how this in any way indicates that inventory levels are higher than reported, and the CRN article makes no such linkage. I take it you do not want me to raise these issues. Raising a concern for which there is no supporting evidence qualifies as FUD. I am always happy to examine data, and I'm reasonably willing to debate pure opinion. I don't much like discussing opinion presented as data, it's too misleading to those who depend on us to clarify the issues. Your innuendo that there is some reason that I might want to ignore evidence doesn't make sense, since my not understanding what's going on at CPQ would cost me a lot more than it would cost you. Let's leave the ad hominum out of the discussion.