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Technology Stocks : Dell Technologies Inc.

DELL 137.69

-0.6%

9:42 AM EST

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To: Sam Bose who wrote (137894)	7/28/1999 7:45:00 AM
From: Calvin	Read Replies (1) of 176387

Earnings report a test for new Compaq CEO By Joe Wilcox Staff Writer, CNET News.com July 28, 1999, 4:00 a.m. PT news.com ........Rumors circulated last week that Compaq might be sitting on four weeks' worth, its dealers another four weeks. Direct manufacturers, such as Dell typically have less than a week's inventory on hand......... ........."I wouldn't be surprised that Compaq has excess inventory and that they would sit on it rather than flooding the channel," said Lindy Lesperance, analyst with Technology Business Research. "Instead of shipping it this quarter, coming up with better earnings and coming short in the next quarters."...........

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