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

To: Paul Reuben who wrote (23402)	11/26/1997 8:59:00 PM
From: hpeace	Respond to of 176387

cpq's inventory raise is planned, it's another gamble of a life time like they did in 1994. on another subject hotlink through here for the whole enchillda again thread, hotsite is working again. after you go into the hotlink. hotlink again and put in atml or another stk. exchange2000.com

To: Paul Reuben who wrote (23402)	11/26/1997 10:04:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Paul - that article is somewhat confusing. Dell states that only 1-2% of their business goes thru the reseller channel. Ekhard states it's more. Some analysts have SWAG'd it as high as 20%. The article mentions inventory surplus in the channel for Dell only in the first paragraph and then goes on to mainly talk about Compaq. Strange. While resellers do move some systems for Dell (they need each other to facilitate sales into certain accounts), resellers don't "stock up" on any significant amount of Dell systems in anticipation of a forecasted demand from their major accounts. It seems illogical as they'd get burned on the rapid price cuts initiated by Dell every few weeks. I wish the article was more specific... MEATHEAD