Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jim kelley who wrote (102386)	2/18/1999 12:23:00 AM
From: Chuzzlewit	Read Replies (3) of 176387

Jim, the reason that I compared GTW to CPQ is that I would expect GTW to have much greater seasonality than CPQ, but it seems that CPQ shows a much greater Q4 increase. And that sequential server increase is mind boggling. Soooo .... I think you are absolutely correct. CPQ's habit of financing A/R by factoring also lends credence to your conclusion, because factors aren't going to finance a deal where there isn't a real buyer. Aggressively shoving inventory into the channel is also a nifty way of glossing over manufacturing inefficiencies. After all, the inventory isn't really yours if it's in the channel, right ....? TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next