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Technology Stocks : Dell Technologies Inc.

DELL 128.01

+4.5%

11:39 AM EST

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To: Eddie Kim who wrote (39167)	4/27/1998 2:18:00 PM
From: jim kelley	Read Replies (3) of 176387

Eddie, You ignore the news. The news says that CPQ sales to the channel are up but the sales are not going to the end user. This leads to the inescapable conclusion that CPQ is stuffing the channel again. This is why they will not be reporting any profits to speak of for the first half year of business. You seem to be ignoring this news! The Ashok Kumar news simply says that CPQ is booking its Q3 orders with Intel and that these orders are up from last year. If it were not for this channel stuffing, I would view this as good news. However, I expect that CPQ will continue its bad habits and hope that Q3 and Q4 will rescue their financials from what looks to be a disasterous year. If you have something to say to me, I will listen provided you have facts to backup your opinions. So far I have only seen opinions from you. You respond but you really do not address the issues on the table.

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