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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Chuzzlewit who wrote (102352)	2/18/1999 12:11:00 AM
From: jim kelley	Read Replies (2) of 176387

CTC, Take a look at the sequential growth in worldwide server shipments: (IDC numbers) Worlwide Server Shipments Q4-98 Rank Units Seq Growth 1 Compaq 242,778 34.0% 2 IBM 109,454 15.3% 3 HWP 92,966 13.0% 4 Dell 69,184 9.7% All Vendors 714,621 30% It looks like CPQ stuffed a lot of servers during the quarter. Perhaps this is why their A/R is so huge. The tell the dealers they do not have to pay for them until they sell them? We do not know for sure because as potential shareholders we get a steady ration of BS. The truth will out in due course. But CPQ could have made their quarter by stuffing an extra months worth of inventory into the channels. So I suspect that they drop off in business will be more than 12%. I am still waiting for their 10-K. Perhaps it will be ready by the end of Q-2? GTW is easier to analyze. They used their Country stores and advertising to sell a boatload of PC's to consumers. They have also been using aggressive pricing in that arena. They have also announced that they expect earnings to drop sharply to 51 cents in Q1 due to the seasonality of consumer sales. Regards, Jim Kelley

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