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Technology Stocks : Dell Technologies Inc.

DELL 121.95

-0.6%

10:32 AM EST

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To: rudedog who wrote (116651)	4/12/1999 2:38:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Rudy, you've got to watch the seasonality and channel inventory like a hawk. Most of the data on factory output means nothing. Jim Kelley has contended with some vehemence (pounding the desk might be a better characterization!) that CPQ's Q4 data were inflated because of inventory build-up in the channels. I agree. The problem is that the data compare apples and oranges. What we really need are data relating to the ultimate purchasers. The reason for this little excursion is that we could end up with the inappropriate conclusion that Dell gained more market share this quarter than it actually did. Gabriel Dubois' rolling revenue approach may be the best quick and dirty metric to use. TTFN, CTC

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