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Technology Stocks : Dell Technologies Inc.
DELL 134.28-3.1%11:06 AM EST
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To: Steve Rolfe who wrote (147078)11/11/1999 6:30:00 PM
From: TechMkt  Read Replies (1) of 176387
 
CC notes:

- "Driving to improve margins in Q4." This is a high priority.

-Inventory is STILL at 6 days.

-43% of total revenue is over the internet.

-Greater than 30,000 Premier pages. COuld not hear exact number.

-Services accounted for 8% revenue.

-Notebook backlog orders are decreasing.

-Server segmenr performance is "clearly eroding CPQ's share."

-Enterprise segment is now 17% of total revenue.

Overall it sounded VERY STRONG and there were hints of big things to come in Q4.

Fez
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