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To: SecularBull who wrote (54509)	7/27/1998 8:53:00 PM
From: CRICKET	Respond to of 176387

Have we had enough of these whining companies,already? For crying out loud. They are inferior-too numerous to mention, but a couple o' companies/CEO's are top whiner cry-babies. Cricket

To: SecularBull who wrote (54509)	7/28/1998 9:54:00 AM
From: rudedog	Read Replies (3) \| Respond to of 176387

LoD - According to a CPQ sales guy, Enrico Pesatori put out an internal memo to the sales force yesterday that basically said that NA sales had to 'pay the piper' for the channel stuffing in 97 - i.e. CPQ got credit for nearly 3M units in 3Q and 4Q 97 which did not sell out until 1Q and 2Q 98. This confirms lee's post earlier on real sales rates. No whining there - he was reinforcing the idea that the only way for CPQ to remain competitive was to keep inventory low and concentrate on sales out. He also made the point that 3Q sales measurements should more accurately reflect real sales, as long as inventory numbers remain constant at about 4 weeks, and that real sales to customers reflected CPQ's 13M / yr run rate (i.e. a little over 3M per quarter).