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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Knighty Tin who wrote (103497)	2/22/1999 1:02:00 AM
From: jim kelley	Read Replies (2) of 176387

MB It looks like you may be looking at the wrong phenomenon. I calculated CPQ revenues for PC's only for the Q4 and compared them to Q3 and Q4 of the preceding year. (ignoring channel stuffing) It looks like CPQ revenues are up however their profits are definitely in the dirt. -----------------------------Q4-98----------------Q4-97 Revenues------------------ 9145 M-------------7196M Profit before taxes------ 348M-----------------914M We also know both DELL's revenues and profits are up. CPQ is derived 29 cents of its profit before taxes from the service business. So if the revenues for the industry as a whole are shrinking it is not apparent in the numbers for the industry leaders. NB: I threw out CPQ's special charges and tax rates for this comparison to see how thier core business was doing. Looks pretty bad. I guess they are counting on the government. The service business looks steady though with good margins. JK

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