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

To: Tae Spam Kim who wrote (61137)	5/11/1999 5:49:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

Tae Kim and TigerPaw: My understanding is that the new distribution system will not be put into place until August 1st. This should give everybody in the channel plenty of time to "get real and get over it." K

To: Tae Spam Kim who wrote (61137)	5/12/1999 7:48:00 PM
From: rudedog	Respond to of 97611

T K - you can't really change from a retail channel model to direct model CPQ is not changing from a retail channel model to a direct model. Half of CPQ's current revenue base is sold direct and always has been - the DEC and Tandem products and services. The recent announcement of channel consolidation clearly says CPQ is not shifting to a direct model. The direct / indirect model discussion applies to CPQ's commercial PC business which has only about 35% of CPQ's revenue, and 20% of profit.