Bill, I have never manufactured a computer, but it would appear Dell is talking about inventory that its supplies hold (not on Dell's books/not included in your six day figure)...I do not know how long it takes to make/test/distribute a motherboard, chipset, screen, etc...but, from various report, almost all supplies have stated that they have various levels of inventory on hand...and WIP....so, short-term, supply does not seem to be a problem...BUT, there will be a gap (after that inventory supply is exhausted), and WIP in finished and shipped, and the manufacturers will be furiously working to make up the gap....therefore, it could take several weeks to play out (in its entirety)
In any event, it looks like the market thinks MD is telling the truth (based on stock price this morning).....Niles doesn't seem to think MD is telling a fib here either.. |
