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

To: freeus who wrote (112496)	3/26/1999 12:53:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

freeus - despite the rhetoric of Jim Kelley and a few others, there is absolutely no hard evidence that CPQ stuffed channels, just the opposite. Although it seems to have become an accepted fact here on the DELL thread. I suspect that CPQ will have good earnings and revenue numbers next month, and that there will continue to be no evidence of channel stuffing. And just like January, this will probably benefit DELL more than CPQ, since it will be perceived as evidence that the "PC sector slowdown" is not real. DELL still enjoys the respect of the street, while CPQ is still in the doghouse. If CPQ does not show good numbers, this will adversely affect DELL as it will be seen as evidence that the sector is in fact slowing... but I think that is most unlikely.