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

To: Chuzzlewit who wrote (47161)	6/11/1998 3:52:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Now here is an accurate prophecy! To: Eddie Kim (24499 ) From: James Cotton Thursday, Apr 16 1998 3:03PM ET Reply # of 27342 CPQ never stopped stuffing from last year. It never achieved 4 or 5 weeks inventory. Thus when Q4 stuff came it put them over the top over 10 weeks. CPQ's goal of 2-3 weeks by june time frame does not add up either. CPQ would have to loose $1 billion in sales or 1 1/2 or 2 months of inventory. CPQ will buy the inventory in a write-off on the DEC acquisition including some off the balance sheet financing of inventory. So the answer to your question is the the stuff was huge, the solution is write-off.