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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: jim kelley who wrote (112731)3/26/1999 5:00:00 PM
From: rudedog  Read Replies (1) of 176387
 
Jim -
Elevated inventory levels are obviously different than stuffing, and more consistent with what I think is going on at CPQ. If they were stuffing, inventory levels would be down, not up, since CPQ does not own the channel inventory. So I would say that this is clearly NOT evidence of stuffing.

I think what has been happening is that CPQ set "full power" production geared to provide breathing room for the PIII launch, essentially placing a bet on PIII demand. We will have to wait a few weeks to see if they won or lost that bet.
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