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

To: rudedog who wrote (68918)	10/2/1998 11:20:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Thanks Rude, much obliged for taking the time. ". Who are they selling it to then if not the customers? CPQ sells less than 5% of its products to customers (i.e. the users of the machines). The rest are sold to resellers or distributors like Ingram, MicroAge, Vanstar, etc. It is important to understand that these ARE the customer for CPQ - that's where CPQ gets the money, and that's where the products go. When they go into the 'channel' CPQ has sold them, CPQ doesn't own them any more. But they have not been configured, no end user licenses have been activated. None the less, those are the sales that IDC and Dataquest measure. When the reseller sells the unit to and end customer, that does not count against manufacturer's sales or share." So I don't see a problem then if anything these reports favors the manufacturers who sell through channels since what matters is the sales to the channels and if the channels get stuck with some inventory it doesn't matter as it's already been counted.This is quite unfair to DELL since their numbers are the true numbers as there is no stuffing involved and each sale is a true sale to the end user. So if this being the case how is that CPQ sells 2 units when DELL sells one,perhaps if one adds up the sale of the same unit twice once to the channel and once to the customer.Well that is some accounting I call it double dipping and not actual sales.Leave everything to Mason he could do wonders with them numbers and that German guy ain't too bad either,pretty soon he will be selling the same products 3 times.<vbg> I think I will stick with Dell's real numbers and let others worry about CPQ's 'fancy accounting'. Once again much obliged for the time and effort it is much appreciated.