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

To: Chuzzlewit who wrote (39601)	4/29/1998 10:49:00 PM
From: Eddie Kim	Respond to of 176387

>>Eddie, do you recall our discussion of Compaq's inventory problems when you glibly dismissed Jim Kelley's observations? It is the same discussion in which you doubted my veracity when I said that Compaq had a mulitquarter inventory problem. What Jim Kelly observation? He never answered my questions...just like how he didn't respond about Gateway getting betting treatment over Dell, and just how he currently BELIEVES the inventory is still stuffed to capacity without any data of any kind. As for the multiquarter problem: By the time you knew about...it was already old news to me. If I remember correctly I described the problem as "short-term". Perhaps, our definition of short term differs. As for the report you posted...like we haven't heard this before.

To: Chuzzlewit who wrote (39601)	4/30/1998 1:39:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

I am eagerly awaiting Jim's news from LA - Pfeiffer announced today at the CA conference in New Orleans that the program to clear CPQ inventory was ahead of expectations, talked a pretty bullish game. The guy would have to be insane to do that if the data didn't back him up after the credibility gap in 1Q. But stranger things have happened. BTW I wonder how many others on this thread hold both CPQ and Dell, seems like quite a few cross dressers among us (myself included)