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Technology Stocks : Dell Technologies Inc.

DELL 119.04

-0.3%

1:41 PM EST

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To: Chuzzlewit who wrote (116101)	4/10/1999 10:27:00 PM
From: Meathead	Read Replies (2) of 176387

Chuz, you are wasting your time with the likes of Skeeter. Voodoo math can be manipultaed to twist facts and distort reality... we engineers deal with this kind of nonsense daily. Inoring YOY and seasonality is foolish and a blatant attempt to disguise the bigger picture.... which is worth a thousand words. To bad we cant post graphs on SI. One only needs to graph quarterly shipments by both CPQ and DELL. Its easy to see that CPQ oscillates wildly while Dell's is quite linear. And... yes the CPQ trajectory usually lurches upward away from Dell every Q4 only to come crashing down in Q1. Whats most interesting about a simple chart like this is the longer term trend that clearly shows Dell closing the gap at a rapid clip. Using a 4 quarter moving average easily shows it's only a matter of time. Skeeter is likely unaware of the fact that the high growth low profit segment of sub 1k's and the DEC acquisition is responsible for the Q4 divergence in the numbers. This is in no way an indication that CPQ is somehow executing better, STEALING market share from DELL, or becoming a preferred supplier. MEATHEAD

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