MDA - Market Direction Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : MDA - Market Direction Analysis

SPY 679.68

+0.7%

Nov 26 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Logain Ablar who wrote (30493)	10/18/1999 6:59:00 PM
From: Benkea	Read Replies (1) of 99985

Tim: "Short term means if you can delay buying a PC wait till January. We should see better discounts this January than years past. Its only those that have to buy this quarter will." Not exactly. Look for the other computer makers to squeeze Dell's nads over the next two months while they use their light inventory system against them. Prices will remain the same, but Dell will suffer margin contraction. When the temp spike in the memory and/or LCDs works it way into the 4 to 8 week inventory of the other PC makers, DELL will be back to kicking them in the teeth. Point is you will be buying stuff for the same prices, but DELL will subsidize you in the near-term and other PC makers in the intermediate term. As an ex-just in time box-maker, I can tell you this is the way it is.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next