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Technology Stocks : Dell Technologies Inc.

DELL 119.75

-3.3%

11:14 AM EST

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To: kaka who wrote (175248)	10/18/2005 7:15:38 PM
From: thames_sider	of 176387

"A couple of our larger customers" have built up inventory, Bryant said in a telephone interview. That helped bolster the third quarter he said. Which presumably doesn't include Dell, unless there's been a startling reversal on the supply-line tactics. I thought Dell had only a few hours'/days' inventory of components like CPUs on the books, although their suppliers obviously have to have more ready. Keeping stocks of chips - which I would still expect to decline in price over the weeks/months, whatever the variety - is "Buy dear and sell cheaper", and not good business for anyone except the chipmaker. Given this headline, and the news of increased shipments for HP, I'd be curious to see if the reseller stocks are being fattened ready for Thanksgiving and Xmas. Not that this would ever happen again <w> After all, we all know that only the turkeys get stuffed at this time of year, never the sales channels.

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