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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (55001)	3/28/1999 3:34:00 PM
From: Feathered Propeller	Read Replies (1) \| Respond to of 97611

Mr. Kelley, I have this interpretive software which, after digesting Victor's posts, yields the conjecture that the intent is just the opposite of suppressing discussion. Now that you have ventured beyond scenting the air at the perimeter, the issue remains as to whether the “deadfall” at the end of the bait trail is bottomed with pungee sticks or soft dirt. Should I dispose of this “software” as nonfunctional? Regards, JCC

To: jim kelley who wrote (55001)	3/28/1999 4:19:00 PM
From: BILL CHOW	Read Replies (1) \| Respond to of 97611

Jim: Last Quarter you brought up the channel stuffing question. At that time asked you what the sales out model that compaq was using since last year. I never got an answer. The fact that sales out model means the inventories in the channel have not been counted as sales. You can stuff all the channel you want and it will show as inventory, not sales gives less incentives for anyone to stuff channel. It also is a great incentive for the company to help move the inventory. I have not seen all the postings today. Did you post any evidence that the channel stuffing was actually going on? Cheers