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

To: NickSE who wrote (43587)	5/19/1998 8:54:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Caisson, It is no surprise to me that we are seeing some slowing in the growth of the Desktop revenues. After all, CPQ had freight cars full of desktops at the end of last quarter. They had to cut their prices and give away free monitors to unload their bloated inventories. As a result of this CPQ, HWP and NEC had no profits from their PC. A couple of interesting income statement facts are the increase in profit margin and the reduction in tax rate. Also, the unit sales were higher than one would ordinarily expect in Q1 especially in view of the direct channels inventory glut. Jim Kelley