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

To: Chuzzlewit who wrote (92057)	1/28/1999 12:47:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

CTC, It looks like sequential product revenues are up 25.6% ! That is the number that Gabriel came up with as necessary for CPQ to make their target. Gabriel also thought that they would hold their SG&A at $1,581 and they came in at $1,561. Little did he know that they could cut their tax rate and costs to get the number they wanted. <GG> Looks like service cost is up 13.9% sequentially. However, their service revenues are up 13.4%. A slight but significant erosion of margin. Actually, I am not happy to see this going on again. I hope that IBM, HWP and the other companies did not do this sort of thing. I think that INTC may have scheduled its new product releases to avoid what happened last year in the aftermath of the inventory glut. JK