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Technology Stocks : Dell Technologies Inc.
DELL 122.68+0.2%3:59 PM EST
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To: Mohan Marette who wrote (26909)1/5/1998 9:38:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Mohan,

I thought that the Asian Flu was going to be a good thing for CPQ based on prior comments. I suspect that this is a potential cover story for a drop off in Q1 sales. (It happens almost every year) This year I think they stuffed the old channel. ( I see sales of presarios at retail stores.) Also, they are taking a big risk with the downsizing of the legitimate channels. If they slip they can use the Asian flu as a cover story. In the meantime, I still expect robust earnings.

Regards,

Jim Kelley
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