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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: Henry Niman who wrote (102147)2/17/1999 5:51:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Henry, I find this fishy:

Since other companies like CPQ and IBM had already reported numbers, it was possible to do some calculations, which were used to write the report.

The reason is simple: In his narrative, Niles attributed the revenue shortfall to problems in "the finish of the quarter" (presumably January), which was after CPQ and IBM's reporting period. I believe he was fed the data.

TTFN,
CTC
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