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Technology Stocks : Dell Technologies Inc.
DELL 134.40+3.0%3:39 PM EST

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To: jim kelley who wrote (40740)5/7/1998 1:04:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Jim, I think it is time to look at the financial statements of Vanstar, Ingram, and the other channel dealers for inventory levels.

I think that this is clearly the key to unraveling the story. I also think it is interesting to note that some of these channel members are planning to build computers to order themselves. How will CPQ react to a channel member who is also a competitor?

TTFN,
CTC
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