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To: jim kelley who wrote (56116)8/4/1998 9:53:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Jim -
What you are saying is that you do not know their run rate.
Not saying that at all - We know the channel inventory position in January, we know the sales into the channel, we know the channel position now, so the unit run rate is pretty easy to derive (somewhat greater than 3M units per quarter in 1Q and 2Q). What I was questioning is a valid ASP calculation. My sense (based on previous discussions with you and chuz among others) is that ASPs were depressed about 30% in the commercial products in North America. The overall effect on worldwide ASPs ought to have been about 12%. But I will be a lot more comfortable with that calculation after the 3Q numbers are in.



To: jim kelley who wrote (56116)8/4/1998 11:35:00 PM
From: Chuzzlewit  Respond to of 176387
 
Jim, that's a good point. And that's the whole problem with measuring sales by the rate at which units go into the channel. The only meaningful metric is the number of machines that end up in the hands of the ultimate user. According to some local retail vendors in the Seattle area, Compaq sales are not very good.

TTFN,
CTC


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