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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: JRI who wrote (105456)	2/26/1999 5:28:00 PM
From: jim kelley	Read Replies (1) of 176387

John, My guess is that the stuffing is two to three weeks. Their target was 2 weeks of inventory in the channels. My guess based on their receivables is that they have about 3 weeks excess inventory in the channel for a total of 5 weeks. As to my WAG of .20. I suspect it was not actually very wrong if you subtract the 3 weeks of excess inventory from the stated earnings. Using Niles 9.6 B for Q1, CPQ earnings should come in at 26 cents not 35. But actually they can cook their earnings numbers anyway they want this quarter. After all they did it last quarter and last year too. That is why I do not invest in CPQ stock---their financial statements are silly putty. JK

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