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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (152000)	1/25/2000 10:13:00 PM
From: jim kelley	Read Replies (4) \| Respond to of 176387

Dog, The following observations on CPQ's results. The 15% sequential growth in the Commercial PC sector argurs well for DELL. Although, January will be substituted for Oct for DELL's report. DELL now quoting 5 day delivery of RDRAM workstation. I am releasing my order for an 840 tomorrow. That should put DELL over the top. <G> Their product margins are down only 0.1% over last quarter. So basically we are talking no change. >>>>>>This argurs well for DELL's margins being close to normal when they report. Their SG&A improved by about 3% to 18.06%. This means they are gradually getting rid of the merger bloat. Accounts receivable---58 days Internal inventories--22 days Accounts payable------48 days One concern outstanding is inventory in the channel. This is not addressed in the report. They still have not demonstrated that they have the right business model to compete with DELL on DELL's turf over the long term. Regards, Jim Kelley