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

To: Chuzzlewit who wrote (56966)	8/7/1998 11:16:00 AM
From: SecularBull	Respond to of 176387

OT: No, Chuzz, Earl and Eckhart are choking on Mikey and Tom's exhaust. <GGG> LoD

To: Chuzzlewit who wrote (56966)	8/7/1998 11:52:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

CTC, Yes, I am both laughing and crying. Also, hoping that CPQ stock runs up enough so I can short it and makes some money this fall. I just can not stop marveling about how CPQ gets away with the same PR tactics over and over again and the dumb CPQ investors lap it up. They sell to the channel and then claim low inventories in the channel. They do not talk about their internal inventories which are a key measure of their operational efficiency. 6 to 7 weeks of internal inventory is not good. I have a rule that I do not invest in any company whose management lies to the investors. However, I do exploit these these companies by trading the stock at opportune times. If you listen to EM and EP you will soon know that CPQ is everything that DELL is and then some. But if you look at their financial statements you will soon realize that their operations expenses are much greater than DELL's. Ignorance can be remedied but DUMB is forever!

To: Chuzzlewit who wrote (56966)	8/7/1998 1:32:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim makes a good point about internal inventories, although I'm not sure this is a credibility issue for CPQ management, since the discussion about channel stuffing (which they were addressing) did not extend to internal inventory. But it is an important discussion in looking at the two business models (CPQ and Dell) since each has advantages and disadvantages and the impact on cash management is pretty significant. This is also the hidden cost of the volume purchase discussion. Looking at the numbers I think that their internal inventory position has not changed much in a long time, either up or down. Maybe their supply chain management will improve since they switched from Man-Man to SAP over the last year.