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Technology Stocks : Dell Technologies Inc.

DELL 138.22

-1.6%

Dec 9 3:59 PM EST

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To: D. Swiss who wrote (137976)	7/28/1999 5:58:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

More on CPQ ... A/R decreased sequentially by about $443 MM, and inventories increased by $75MM. I think that the decrease in A/R is an indication that the channel problem is decreasing, but it is difficult to say because there is no breakdown between product and service A/R. I am left scratching my head at the increase in inventories which now stands at 32 days (not counting what's in the channel). Assuming that 70% of the A/R is channel related (I'm pulling a number out of the air here -- it could be much higher) we would get an additional 53 days of inventory, or about 12 weeks total. We will need to see what the 10-Q looks like, but the preliminary indications are that CPQ is ever so sloooowly turning around. TTFN, CTC

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