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Politics : Ask Michael Burke

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To: valueminded who wrote (69260)	10/19/1999 9:27:00 AM
From: gnuman	Read Replies (1) of 132070

Chris, Oct 7, Dell said.......... ``In terms of Q3 (third quarter) specifically, I think we're going to do okay...all of the things we've seen so far seem to be addressable through supplier leverage,' Dell said at a meeting with analysts. ``We're going to squeeze out the little guys, and I think we're going to get the parts we need,' he said. ``I feel very, very good about the long-term environment and I don't think the short-term environment is going to be one that has massive obstruction to our business.' Strong words, but then the allocation rules clicked in. <g> I think allocation is somewhat insensitive to customer clout. IMHO there are legal constraints that require consideration of all scheduled backlog. Customers on JIT may be hit the hardest. dailynews.yahoo.com

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