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

To: Ex-INTCfan who wrote (118357)	4/18/1999 12:07:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

fan - One must be cautious when looking at data like this, since it probably compares sales by the vendors and not sales to customers. In DELL's case those are the same thing, but in CPQ's case they are not. It is more probable that CPQ's channel inventory went up in 4Q and down in 1Q while DELL of course has no channel inventory. This would mean that in 4Q DELL was shown as losing more share than they actually did, while in 1Q they would appear to have gained more share than they did. Chuz has done some good discussion on this point. In order to get an accurate picture, the measurements all need to be in terms of sales to customers, but that data is hard to get because of the many different ways that CPQ sells product.