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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Paul Reuben who wrote (23402)	11/26/1997 10:04:00 PM
From: Meathead	Read Replies (2) of 176387

Paul - that article is somewhat confusing. Dell states that only 1-2% of their business goes thru the reseller channel. Ekhard states it's more. Some analysts have SWAG'd it as high as 20%. The article mentions inventory surplus in the channel for Dell only in the first paragraph and then goes on to mainly talk about Compaq. Strange. While resellers do move some systems for Dell (they need each other to facilitate sales into certain accounts), resellers don't "stock up" on any significant amount of Dell systems in anticipation of a forecasted demand from their major accounts. It seems illogical as they'd get burned on the rapid price cuts initiated by Dell every few weeks. I wish the article was more specific... MEATHEAD

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