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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Duker who wrote (24451)9/20/1998 11:50:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
Yes, I agree I'm oversimplifying a little bit on the gross margin question. There is much more detail in the original filing.

I'd like to turn your comments around, though, and ask *why* CPQ had two weeks of downtime in the second quarter, and *why* they used big incentives to flush out the distribution channel? Neither of those is the act of a company with booming sales at premium prices.

Katherine