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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: larry who wrote (80317)	11/15/1998 11:30:00 AM
From: Lizzie Tudor	Read Replies (4) of 176387

Dell definitely has a classic backlog scenario on the server line. I dont know if its Xeon related or not. Historically there was virtually no backlog at Dell until the high end stuff came on... now they have a very small backlog relative to the other players in the industry. My point is that it is very likely the DSO increase was related to one server line/product. Nothing really to worry about while the high end line is rolling out. But obviously if the DSOs continue to increase there is cause for worry. But we wont know how to gauge them until a quarter comes along with fewer new products (when will that be?) Michelle

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