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

To: rudedog who wrote (112698)3/26/1999 2:16:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Well actually Rude the news about this patent thing started when one of the officers of Dell (don't recall who) mentioned it in one of the press releases,I will post it if I can find it. Well actually I posted the press release here, it may be difficult to go back and find it but I will if I have it bookmarked.

Since this was mentioned by a Dell spokesman I am assuming there must be some truth to it otherwise why would he say so in the first place is what I am thinking.



To: rudedog who wrote (112698)3/26/1999 3:31:00 PM
From: jim kelley  Read Replies (3) | Respond to of 176387
 
Dog,

The 1% of sales would be consistent with the charges for the use of a patent portfolio.

I am inclined to believe that DELL was paying IBM a royalty fee.
If this indeed the case, then DELL's competitive position will be improved significantly.

As to there being no evidence of "channel stuffing" by CPQ, I was using CPQ and the other companies SEC reported inventory levels.
Are you suggesting that this is not evidence?

JK


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