Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Chuzzlewit who wrote (102352)	2/17/1999 11:22:00 PM
From: Perry Ganz	Respond to of 176387

TO ALL DELL LONGS Just seen on NBR Ford is standardizing computers all DELL straight out of Michaels mouth Won't help short term but I'm long Perry

To: Chuzzlewit who wrote (102352)	2/17/1999 11:28:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Probably some stuffing, somewhere happened with Compaq in 4Q....(but, obviously not to the extent of last year)...Along with improved pricing regime, I agree that this (Compaq unstuffing) should help Dell in Q1,.(IBM too unstuffing)...

To: Chuzzlewit who wrote (102352)	2/18/1999 12:11:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

CTC, Take a look at the sequential growth in worldwide server shipments: (IDC numbers) Worlwide Server Shipments Q4-98 Rank Units Seq Growth 1 Compaq 242,778 34.0% 2 IBM 109,454 15.3% 3 HWP 92,966 13.0% 4 Dell 69,184 9.7% All Vendors 714,621 30% It looks like CPQ stuffed a lot of servers during the quarter. Perhaps this is why their A/R is so huge. The tell the dealers they do not have to pay for them until they sell them? We do not know for sure because as potential shareholders we get a steady ration of BS. The truth will out in due course. But CPQ could have made their quarter by stuffing an extra months worth of inventory into the channels. So I suspect that they drop off in business will be more than 12%. I am still waiting for their 10-K. Perhaps it will be ready by the end of Q-2? GTW is easier to analyze. They used their Country stores and advertising to sell a boatload of PC's to consumers. They have also been using aggressive pricing in that arena. They have also announced that they expect earnings to drop sharply to 51 cents in Q1 due to the seasonality of consumer sales. Regards, Jim Kelley