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

To: D. Swiss who wrote (33236)	3/9/1998 12:20:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Drew, I was under the impression (based on Pfeiffer's remarks) that the problem was in the corporate sector. But you said "Cpq is having the most trouble in it's consumer division or low end line ...". Would you please explain the contradiction. Regards, Paul

To: D. Swiss who wrote (33236)	3/9/1998 1:07:00 PM
From: David E. Taylor	Read Replies (2) \| Respond to of 176387

Could you provide some sources for some of your facts? First, CPQ's channel inventory is presently reported as 5-6 weeks, their goal (if they can make it) is to get down to 3 weeks. No way is it over 3 months as you reported. Second, CPQ's low end business (sub $1000) is going like gangbusters, that's where they've been getting complaints about lack of inventory. The inventory problems they've just confessed to are reported as being in their higher end business PC products. David T.

To: D. Swiss who wrote (33236)	3/9/1998 1:19:00 PM
From: Eddie Kim	Respond to of 176387

ABout CPQ having trouble moving its low end pc: I recently went to Staples and Best Buy. Staples was sold out of one particular Compaq computer, and a Best Buy saleman told me sales were good. The channel stuffing must be with the high-end stuff.

To: D. Swiss who wrote (33236)	3/9/1998 3:29:00 PM
From: Sonki	Read Replies (2) \| Respond to of 176387

all: this just in....Dell CFO on conference call as shrs slump NEW YORK, March 9 (Reuters) - The chief financial officer of Dell Computer Corp is participating in a conference call that will likely include a view from Dell on the pricing battle currently gripping the PC market. The call, hosted by investment firm Bear Stearns and closed to the press, began at 1400 EST/1900 GMT. Dell spokesman T.R. Reid said he had no direct knowledge of what CFO Tom Meredith would be saying but said the executive would likely be ''answering questions about the marketplace.'' Compaq Computer Corp (CPQ - news) chief financial officer Earl Mason is slated to take part in a similar call on Thursday, March 12. Shares in both Compaq and Dell were down sharply in the wake of Compaq's warning late Friday that it would roughly break even in the first quarter. Dell shares were off 4-5/8 to 64-5/8 in mid-afternoon, while Compaq shares were 2-5/8 lower at 25.