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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: Venkie who wrote (31155)2/26/1998 6:09:00 PM
From: Chuzzlewit  Read Replies (3) of 176387
 
Venkie, I respectfully suggest you get rid of your CPQ. I have a feeling that there may be some terrible inventory surprises in the offing - worse than has thus far been noted. When your inventory bloats in this business it hurts your bottom line because of rapidly falling component prices.

I don't know how they account for their inventory, but if it's on a LIFO basis they could be overstating profits. That wouldn't be a problem if they had Dell's kind of inventory magic.

Regards,

Paul
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