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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%3:59 PM EST

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To: Mohan Marette who wrote (68905)10/2/1998 9:28:00 PM
From: Acid  Read Replies (3) of 176387
 
Mohan,

I think Rudedog is just stating that Compaq had alot of product in the channel at the beginning of a quarter and although those units were sold during the quarter, they were not counted by IDC.

For example: Let's say Compaq has 1000 units in the channel at the beginning of Q2 (left over from Q1) . During Q2, let's say the channel sells 2000 units, the 1000 already in the channel and another 1000 which was shipped from Compaq to the channel in that quarter. So 2000 units were sold to consumers. But Compaq only shipped 1000 units during that quarter (since 1000 were already in the channel). IDC apparently only counts this as 1000 in sales whereas 2000 were actually sold.

Anyway, I think that is what Rudedog was saying. It seems like although IDC would have been understating Compaq's market share during the quarter in question, they must have overstated it during some previous quarter.
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