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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: Chuzzlewit who wrote (54385)	7/28/1998 9:13:00 AM
From: rudedog	Read Replies (1) of 176387

Chuz - Keep in mind that IDC and Dataquest measure sales in to the channel for CPQ IBM etc. but since Dell has no channel, sales in = sales out. Taking nothing away from Dell's great performance, CPQ was clearing 12 weeks of inventory (16 weeks down to 4), at an annual run rate of 12 million units, that is 3 million unreported sales since february. By the most conservative estimates of sales out (i.e. CPQ machines actually purchased) CPQ customers bought more than 3 million desktops last quarter, as opposed to Dell's 1.7M. Dell would need to about double their last quarter numbers to actually take over the #1 spot from CPQ. They may eventually get there but based on real growth rates this is unlikely any time in the next 2 years.

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