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Technology Stocks : Dell Technologies Inc.
DELL 129.25+0.7%Dec 26 3:59 PM EST
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To: Geoff Nunn who wrote (48227)6/19/1998 12:13:00 PM
From: jim kelley  Read Replies (2) of 176387
 
Geoff,

Do you have any insight into CPQ's actual sales through to the end user? The units reported sold by CPQ were actually sold to the channel and many of them may have been returned. So we have no really accurate grasp of what their unit sales actually have been.

It might be possible to estimate these sales by backing them out of the revenue numbers based on an ASP. Jack's post points to inventory swaps, returns and price protection payments being at a higher than current level.

Regards,

Jim Kelley
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