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

To: rudedog who wrote (56537)	4/10/1999 4:55:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 97611

Dog, You are intentionally misrepresenting my thinking on CPQ this quarter. I said that CPQ could make their number IF they were able to stuff the channel with new stuff. I think they tried but this time the channel decided not to get stuffed. The channel did not want to stock but it wanted to sell Prosignias. That is probably the reason for the frantic wooing of the channel that started in early March. However, nice try at putting this huge miss in a light favorable to CPQ. i.e., giving CPQ credit for not stuffing the channels. Kumar said that the inventory levels had risen to 5 to 6 weeks in the channel. There was no room left to stuff the new products. Ouch! By the way your estimate was 37 cents this quarter. So I guess that makes you off the mark by 146% the current number. This is the problem with CPQ.