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Technology Stocks : Dell Technologies Inc.

DELL 131.76

-1.1%

10:41 AM EST

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To: Elwood P. Dowd who wrote (103181)	2/20/1999 3:29:00 AM
From: jim kelley	Read Replies (1) of 176387

Elwood, I know you can read but can you comprehend? CPQ's Q4 earnings do not mean much if anything if they are stuffing. Q1 and Q2 will reveal that CPQ stuffed the channels to arrive at their their earnings. One month's worth of stuffing of desktops and servers did the trick. So we will have to average their quarterly numbers to determine the fair price of the stock. IDC's numbers show a huge bulge in server and desktop shipments in Q4. Just like last year. Likewise there was a huge increase in accounts receivables. Last year they did not have this huge increase because they factored the stuff. This year the factors are too smart for that and CPQ has to carry the accounts receivables as well as the promotional rebates into Q1 and Q2. So be a good boy now and go suck on some more golf balls with your menage.

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