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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%3:59 PM EST

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To: Chuzzlewit who wrote (68936)10/4/1998 10:46:00 AM
From: The Phoenix  Read Replies (2) of 176387
 
No distinction is made amongst resellers, VARs, and customers who
purchase direct. What these numbers do not indicate is at what rate machines are
ending up in the hands of the final customer,


I hate to take a differing view...and I'm sure this has already been stated...but, OVER TIME these measures are accurate. If a channel does not clear inventory then they will take fewer units in subsequent months/quarters. I agree that if the report is measuring a single quarter that it indeed could be scewed - and in fact it's equally likely that it is scewed in DELL's favor as it is CPQ's. But, if the report covers a year the numbers will be very close to being accurate.

OG
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