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Technology Stocks : Compaq
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To: Night Writer who wrote (92197)7/19/2001 3:09:25 PM
From: profile_14  Read Replies (2) of 97611
 
Even if they did and Dell says that inventory costs it 1% per week, then you would have 25 weeks (1/2 year) worth of inventory (on average) to justify such a statement.

I think Kumar is talking out of his rear. Components are commodities and he is just trying to make Dell the tallest midget in the circus, along with Steve Fortuna, probably because of the investment banking deals that they have and the fact that all of those Dell puts at 40 or 45 are being held by those guys. The disparity in valuation is incredible and although those two investment houses are making money, they do not want to kill the goose (Dell) that laid their golden egg (puts), in my humble and speculative opinion, of course.
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