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

To: jim kelley who wrote (56111)	8/4/1998 8:59:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - Nice swing, well hit, but dropped in just over the foul line... CPQ didn't get credit for either the revenue or the units that were in the channel - CPQ no longer owned them. In fact one CPQ exec (actually former exec as of a few weeks ago) said - 'over the last few years it was like running up your visa card - a thousand this month, a thousand the next, pretty soon you owe 20 grand.' 1Q and 2Q 98 were CPQ paying off the revolving credit. I think that the 1Q and 2Q numbers are pretty much useless either pro or con on where CPQ really is, because of the channel stuffing and DEC acquisition. The point I was making is that the unit volume that customers bought was probably at least as great as 97 run rate, which is more than 3M units /Q, not the 1.8M / Q of sales in.