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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: jim kelley who wrote (47812)	6/16/1998 2:50:00 PM
From: Gabriel008	Read Replies (1) of 176387

Jim, I tend to agree with you on this inventory issue. Computer Intelligence reports that CPQ had 40 days of channel inventory at April 30 and this was trending upwards going into May. Unless CPQ has pulled rabbits out of their hats since April I can't believe they'll reduce their channel inventory by 12 days [4 weeks total]by the end of June. 12 days reduction in inventory represents essentially 12 days of $0 sales in Q2 or 13% of their revenue. CPQ can't afford that kind of hit and still break even in Q2 [based on their latest warning].

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