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Technology Stocks : Dell Technologies Inc.
DELL 127.61+0.8%Dec 23 3:59 PM EST
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To: Rio Jangada who wrote (32444)3/5/1998 3:13:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Rio, you opined "the industry-wide move to BTO, internet sales, and quicker turn-arounds has been happening for some time now. Does anyone really believe that it would all-of-a-sudden cause constipation at Intel."

Of course it would! As companies move towards JIT manufacturing they run their inventories down. It's a matter of simple mathematics. Warehouses that used to be filled with inventory purchased in anticipation of sales are emptying because at least temporarily inventoried items are being used at a faster rate then they are being replaced -- hence a slow-down in sales by the hardware manufacturers. If I'm correct we will see similar warnings from other hardware manufacturers.

Regards,

Paul
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