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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: Meathead who wrote (20864)	11/8/1997 12:30:00 AM
From: Jack T. Pearson	Read Replies (2) of 176387

Intel's comments about inventory may be very significant--should have seen if before this. It has consequences for boxmakers during the time they are adopting BTO. Dell had little inventory to begin with, so the following applies to everyone else. Competitors who have been adopting BTO have been selling out of inventory, and should be seeing a onetime, temporary bump in margins. Compaq and others adopting BTO will look like they are surging, until the quarter after the adoption of BTO has been completed, when the opposite will occur--they will look like their margins are dropping. This explains how Compaq pushed margins up a point during their last quarter.

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