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 133.18

0.0%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (46895)	6/9/1998 1:58:00 PM
From: jim kelley	Read Replies (1) of 176387

Dog, Re; Channel stuffing/unstuffing In the past, the IDC numbers for CPQ have been for sales to the channel. So how is IDC getting sales through the channel? I am still skeptical about this report. The Mercury News expects CPQ to disclose a 1 billion dollar write down for its own inventory sitting in its warehouse on Thursday. Could it be that CPQ agreed to take back the obsolete desktop inventory from the channel if the channel agreed to take a lot of laptops? You mentioned that DELL is number 1 in the corporate laptop market this leaves the retail market to CPQ. It suggests that CPQ may in fact have stuffed the retail channels while it was unstuffing the desktops from the channel. In any event , the write down should wipe out all prospect for a CPQ profit this year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next