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Technology Stocks : Dell Technologies Inc.
DELL 128.08+4.5%2:19 PM EST
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To: SuperSonics who wrote (32821)3/6/1998 11:55:00 PM
From: gc  Read Replies (1) of 176387
 
CPQ's problem may not be DELL taking their shares away. (DELL said it's business as usual, otherwise DELL would have said its business stronger that usual.) However, CPQ's problem is not due to pc market slow down either. ( or DELL would have been negatively affected as well which we know it wasn't the case.)

Then what is going on after all? It's very clear to me that this is what's happening: When CPQ (and IBM, HWP alike) are in the process of building their BTO lines, customers only ordered what they wanted which left the unpopular models sitting on the distribution channel's shelves. Initially, CPQ experienced "sales jump" (2Q & 3Q97) due to its incremental BTO orders and continued unpopular models flowing into the channel. Then as inventory builds up, they have to announce this big problem. get it? It's that simple!
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