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Technology Stocks : Dell Technologies Inc.
DELL 129.94-6.2%Dec 12 3:59 PM EST
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To: jim kelley who wrote (40684)5/7/1998 3:37:00 AM
From: jim kelley  Read Replies (4) of 176387
 
Dog,

Addendum to Inventory Bloat

If you take a look at the revenue reported in Q1-98, you will note that it is higher than the revenue reported in Q4-97. The management statements were made in March 1998 to the effect that the channels were unable to sell the inventory as expected. So there was excess inventory exiting Q4-97 and that was compounded by selling even more to the channels in Q1-98. The result was severely reduced profitability which will continue for at least another quarter.

I think it is time to look at the financial statements of Vanstar, Ingram, and the other channel dealers for inventory levels.

Now we hear CPQ management saying that they never expect their server margins to return to the levels of Q1-98. CPQ is in serious trouble IMO. What will they be saying next?
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