SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: rudedog who wrote (56114)8/4/1998 9:22:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Dog,

What you are saying is that you do not know their run rate.
You are guessing that 3M units were sold out of the channel.

"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."

Suppose you are guessing wrong and CPQ actually only sold the
1.8 M units? You do not really know do you?

" 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. "