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

To: Chuzzlewit who wrote (31780)	3/3/1998 1:34:00 AM
From: PineyRidge	Read Replies (1) \| Respond to of 176387

fyi... from www.thestreet.com/ thestreet.com For my two cents, I think the bond pricing and interest rates breaking 6% had a bigger impact than any profit taking. There's another article on thestreet re Dell and the techs. I'll see if it's in the 'free' zone and post it also. ciao

To: Chuzzlewit who wrote (31780)	3/3/1998 1:39:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Paul, Please note that the 'conflict' is only between two men: One analyst, and one article author. In case you missed my post, all of the articles linked were by the same author, Mr. Lanctot. Message 3576103 regards, 3.

To: Chuzzlewit who wrote (31780)	3/3/1998 7:23:00 PM
From: jim kelley	Respond to of 176387

Paul, I think both reports are correct. I checked with one of the retail stores and they said they could not get high end desktops from CPQ but they appeared to have plenty of the subzero's. Of course, this is anecdotal evidence and not conclusive. CPQ's inventory turn rate is 2.7 time per quarter based on their 10-Q information. This is one turn every 4.4 weeks compared to 7 days for DELL. This quarter is a product transition quarter for CPQ so I think they have an inventory imbalence. This 4.4 weeks does not include the inventory turns that accrue to the retail channel. They seem to be sitting on 8+ weeks of inventory (whether the retail channel owns it or not) while in the midst of a product transition. This is inventory constipation whether you call it channel stuffing or not. IT is also apparent that DELL is undercutting CPQ prices significantly in Desktops, Servers, Workstations and laptops on a like for like basis. BTW this correction today brings DELL in line with my prediction of their split price based on the price history of prior splits. It is clearly not a fundamental change in DELL prospective earnings or growth rate. So, I am staying the course with my position in DELL. Regards, Jim kelley