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

To: Ramsey Su who wrote (39150)	4/27/1998 1:09:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

Ramsey, Hmmmm..... CPQ channel stuffing continues.... www1.newsalert.com I hasten to add that DELL does not stuff channels since it has none. So DELL's numbers can be believed while CPQ's numbers are suspect. DELL grows at about 4.5X the market not the 10x you state. Try this exercise: Divide 64 by 14 you should get approximately 4.57. The 14 is the reported YOY percentage growth of the PC market as a whole and the 64 is the percentage growth of DELL. DELL is doing very well indeed and should post excellent earnings this quarter. Be careful about CPQ, they seem to be cooking their books by reporting sales to the channel instead of sales through to the end user.