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To: rudedog who wrote (29207)7/15/1998 2:26:00 PM
From: William Hunt  Respond to of 97611
 
rudedog --- was in BEST BUY yesterday --- CPQ had 75 % of shelf space
--- Salesman said the product was moving strong --- Have to special
order anything they did not have on shelf which was not a whole lot
---about twenty PC'S ---threee CPQ laptops ---one TOSHIBA --- I am curious if the noise is not the analysts making this issue to bring the stock down since is normally the strong part of the year so they can buy in ---Just my thoughts

BEST WISHES
BILL



To: rudedog who wrote (29207)7/15/1998 3:48:00 PM
From: Windseye  Respond to of 97611
 
Agreed... good analysis.

Doug



To: rudedog who wrote (29207)7/15/1998 6:05:00 PM
From: Tomcat  Read Replies (2) | Respond to of 97611
 
If only 3 weeks of Digital earnings were counted, how are the rest of Digital's earnings counted?



To: rudedog who wrote (29207)7/15/1998 10:53:00 PM
From: Harry Landsiedel  Respond to of 97611
 
rudedog. Re: Channel inventory. Nice post. It's tougher for Intel to judge channel inventory 'cause at the same time the big guys have been moving to JIT, they have been stealing share from the small guys like Packard Bell. My guess is the companies with the falling shares have bigger inventory problems, but we don't hear about them as much.

HL