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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: Ian Davidson who wrote (31179)2/26/1998 9:11:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Ian, there is some evidence that CPQ stuffed the channels -- i.e. forced resellers to take inventory. This will show up as a "sale" rather than as inventory. If this is true, then you can expect significant deterioration in CPQ's financials, because resellers will have to unload that inventory. You might pick this up as a dramatic increase in DSO (although that's a flawed metric).

Rrgards,

Paul
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