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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: Gabriel008 who wrote (122666)	5/6/1999 10:05:00 AM
From: stockman_scott	Read Replies (2) of 176387

<<One analyst told TheStreet.com that Compaq is still stuffing the channel. If so, the contra-revenue levels are unlikely to decline. The lack of disclosure of contra-revenue "does little for investor confidence," railed Goldman Sachs analyst Rick Schutte in an April 21 report to clients. Quarterly contra-revenue levels, he said, are often more than $1 billion, and they seesaw wildly from quarter to quarter. "In our opinion, contra-revenue should be disclosed so that investors can get a better understanding of the nature of any earnings improvements and/or disappointments," his report stated. Schutte has a market perform rating on Compaq, and Goldman has done no Compaq underwriting. >> Gabriel: I think you and Jim Kelly have been right about CPQ all along. Goldman Sachs and others understand what's going on. IMHO, CPQ needs to develop a new business model and re-build credibility with A LOT of key stakeholders. This will not be easy and DELL could gain A LOT of market share while all this happens <gg>!! Best Regards, Scott

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