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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

3:59 PM EST

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To: gc who wrote (33607)	3/10/1998 4:51:00 PM
From: Jim Patterson	Read Replies (2) of 176387

re << This is my take: CPQ stuffed their channel last Q and did not cut their price in time in Jan. to clear up its inventory..<snip>.. they decided they have nothing to lose. It's an opportunity for them to flash out their old inventory and at the same time turn around to blame on market slow down. (Maybe they think they are THE market.) >>>It's CPQ slow down, not the market.<<< This is one item that it seems many on this forum fail to understand. Cpq is not experiencing a unit demand problem at any level. Demand is strong, Mgt just over estimated and over built (partly to make the 4thQ IMO) The price cuts are just to move more inventory than they can move at previous prices. This is why it comes as no surprise to me that no one is experiencing soft demand. Capacity is too great, that is all. Jim

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