Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chuzzlewit who wrote (39240)	4/27/1998 5:43:00 PM
From: jim kelley	Read Replies (1) of 176387

Paul, You nailed the CPQ inventory situation with your comment: " Now if you mean there was no net increase in channel inventories, I'd agree." If the inventory in the channel is the same then it did not decrease as CPQ has represented. The product mix in the channel has probably changed. Thus the channel is still "stuffed". I would quantify this but I have to leave soon. Regards, Jim Kelley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next