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To: JRI who wrote (58314)	8/14/1998 4:38:00 PM
From: jim kelley	Respond to of 176387

John, CPQ is being promoted now to the retail clients by a lot of investment houses. This promotion started about a month ago and coincides with the usually robust 3 and 4th quarters. CPQ has copied some of the GTW features similar to Countrystore by using sales kiosks in places like Radioshack. They have reduced channel inventory but are still relying on their warehouses to stuff product. They do not have a significant BTO capability. They are still organized around batch manufacturing the way Henry Ford used to do it. It is unlikely they will have any real profits for several more quarters. But they do have new hiding places for virtual sales. Places like Ingram Microsystems. I