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Technology Stocks : Dell Technologies Inc.

DELL 127.92

+0.4%

3:59 PM EST

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To: Meathead who wrote (24932)	12/12/1997 1:56:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Meathead, I'm always ready to be educated. Seems to me that I used Ed's numbers. If my analysis is correct, then the canibalization problem could be acute, in which case CPQ's numbers could come in much worse than expected. This could hurt the price of DELL until February when DELL publishes. I think we'll be able to tell if that's the case if we see a large increase in the number of units sold coupled with a substantial decrease in ASP plus erosion of gross margins. If I see that, there is a good chance that CPQ will drag down DELL and I may be able to take advantage of one of those rare inefficiencies in an otherwise efficient market <VBG>. Just a heads-up to the thread. Regards, Paul

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