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

To: Knighty Tin who wrote (103671)	2/22/1999 11:34:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Hmmm.... CPQ now admits to two weeks of channel stuffing. When did they admit this? If they will admit to two weeks why not revise this to 4 weeks? I estimate that they have 4 weeks of stuffing in the turkey. This is an important point because it gives an indication of what is likely to happen in Q1 and Q2. CPQ reported 13.4 % revenue growth in Q4 over Q3. I am wondering if this is their actual quarterly growth for their PC business. Where are they going to get 13.4 % growth in a service business? Margins are still 29-31 %. What receivables dump are you talking about for DELL. I do not have a clue as to how they could dump receivables. Unless you are talking about their leasing program. DELL does not have channels to stuff. The slowdown in rates of growth is verifiable in the IDC numbers. DELL has to put its numbers on the board to recover its stock pricing in Q1 and Q2. They might be able to do this if Big Blue and CPQ stuffed enough. JK