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


To: hpeace who wrote (28160)1/21/1998 9:29:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176388
 
re: the way you answered those questions reveals you didn't read the announcement they made or anything else today.
you only heard stuff you wnated to.the earnings were a record.
the unit growth was 50+%

I read several reports that stated that CPQ did not meet Revenue Estimates.
Yes it was a good quarter.
CPQ would not talk about channel inventory. CPQ lost their northamerican sales chief.
CPQ announced price cuts on selected models, Desk top and notebook .
"The Special Promotion Prices offer additional savings on the TBP1 and are available now from participation resellers until 31st march 1998."

That is from the release.
I read that there are some models in channel inventory that need to be moved. CPQ will not comment on channel inventory,
Looks fishy to me. I am out of the stock from the move today, That does not mean that I don't think it should go down.

BTW H&Q downgraded from buy to hold.
I guess I am not the only one that thought there was a little to be desired on the whole thing.

I hope that this does not bother you.

Jim