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Technology Stocks : Dell Technologies Inc.
DELL 120.53+0.7%Jan 16 9:30 AM EST
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To: Jim Patterson who wrote (46012)6/2/1998 4:48:00 PM
From: Naggrachi  Read Replies (1) of 176387
 
>>CPQ over estimated X-Mas demand.
That created excess supply and prices have come down due to the excess supply.
Just like any other comodity with too much supply.>>

So, one can conclude that nothing big happened that hit CPQ and will eventually hit DELL. You have ansewered your own "something really big" question. CPQ not only overestimated demand, but, they were also caught with obselette invesntory.

Zead
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