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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

3:59 PM EST

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To: John Koligman who wrote (24830)	12/11/1997 7:30:00 PM
From: Mohan Marette	Read Replies (1) of 176387

John: I believe the problem with CPQ is the perceived excessive inventory problem or as Jim puts it-'the Channel problems'. I have no idea how real or imagined this problem is. I guess once the Pundits on the street start talking about something incessantly, perception soon becomes reality. I for one would have a little more inventory on the shelf than necessary for the holiday season, as opposed to having less, then again what do I know, I am no retail marketing 'guru'.

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