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Strategies & Market Trends : APMP (formerly APM)

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To: marc chatman who wrote (7832)10/30/1997 8:12:00 AM
From: marc chatman  Read Replies (1) of 13456
 
CNBC reporting rumors that DELL will miss numbers, at least whisper numbers. Also that they are pushing back orders. I thought that with JIT manufacturing that they have a very short order cycle. If they are pushing that back, could be serious. But rumors are rumors, so who knows?

Any way, CNBC is really hammering "problems" in PC business. Could cause some investors to panic and bail. It will ultimately create bargains.
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