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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: W.B. Michaels who wrote (31117)	2/26/1998 1:21:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Some random thoughts concerning CPQ: it appears that at least some of the conjectures that Jim Kelley and I had concerning CPQ were correct. It now appears that they have been stuffing the channels, and sell-through is not what they had hoped for. This will probably create downward pressure on retail prices in the near term. If they bite the bullet there could be a big down-draft in CPQ share price as they report on their first quarter. It would be interesting to see gross margin numbers on the "sub-zeros" as they pass through the marketing channel. Regarding direct sales and BTO --- "there's many a slip 'twixt the cup and the lip." Regards, Paul

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