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

To: rudedog who wrote (116651)	4/12/1999 12:08:00 PM
From: stockman_scott	Respond to of 176387

<< it now seems very likely that DELL is taking share in 1Q. >> Rudedog: I couldn't agree with you more...DELL is firing on ALL 16 cylinders right now...CPQ's pain is DELL's opportunity. Best Regard, Scott

To: rudedog who wrote (116651)	4/12/1999 1:03:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Fair enough Rude...I have to get you where I can...<eom>

To: rudedog who wrote (116651)	4/12/1999 2:38:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Rudy, you've got to watch the seasonality and channel inventory like a hawk. Most of the data on factory output means nothing. Jim Kelley has contended with some vehemence (pounding the desk might be a better characterization!) that CPQ's Q4 data were inflated because of inventory build-up in the channels. I agree. The problem is that the data compare apples and oranges. What we really need are data relating to the ultimate purchasers. The reason for this little excursion is that we could end up with the inappropriate conclusion that Dell gained more market share this quarter than it actually did. Gabriel Dubois' rolling revenue approach may be the best quick and dirty metric to use. TTFN, CTC