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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Thomas M. who wrote (43370)1/14/1999 1:05:00 PM
From: RealMuLan  Respond to of 132070
 
<<Apple stuffed the channel. Best Buy and CompUSA cleared it by slashing prices. This is the way a stuffed channel always gets cleared. >>

This is very true. I think almost all the iMac sold by BB and CompUSA were accompanied by a free printer and a free scanner. And Apple will not pay for those freebies. That's for sure. So it is the retailers who pocketed the loss.



To: Thomas M. who wrote (43370)1/14/1999 1:11:00 PM
From: David Semoreson  Respond to of 132070
 
>Apple stuffed the channel.

NOT!

According to Fool Plate "Salomon downgraded the shares based partly on fears that Apple had stuffed the retail channel to get to its unbelievable $25 million (two days) worth of inventory, down from
$400 million a year ago and $78 million in the September quarter."

The reality is that their inventory is low because of great production management by Tim Cook, and because they closed production in mid-Dec for the installation of a new SAP system, and clearouts in preparation for introduction of the new G3 and of multi-coloured iMacs. Also they have fewer SKU's than other computer manufacturers.

Just the facts.

** David



To: Thomas M. who wrote (43370)1/14/1999 3:15:00 PM
From: Knighty Tin  Respond to of 132070
 
Tom, History says the channel never learns. Stop me before I shoot myself in the foot again. <G>

MB