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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: jbn3 who wrote (46789)	6/8/1998 10:33:00 PM
From: jim kelley	Read Replies (2) of 176387

3, It is quite likely that CPQ rumor is true. There evidence that there is a void of CPQ products in the channel.Thus, their channel shortfall could be quite serious. I do not think they were able to field their PII products quickly enough and they seem to have problems in both their notebook and server product lines. They are probably having trouble with their corporate sales as well because their product transitions and the price competitions. Today they announced sharply reduced prices on their workstations. I think they are being hurt across their entire PC product line. Jim Kelley

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