Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

Dec 18 3:59 PM EST

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To: Chuzzlewit who wrote (33580)	3/10/1998 12:43:00 PM
From: gc	Read Replies (2) of 176387

I would not be able to post Bear Sterns research report here since it involves copy right issue. However, I may give you my opinions on this report: Indirect boxmakers will NEVER be able to catch up with DELL's efficiency. The most indirect boxmakers can do is to narrow the gap to 3 - 4 weeks inventory vs Dell's 7 days. Dell has more room to grow with only 7% market shares worldwide and with internet rapid expansion. Most importantly, how does Dell cope with Compaq's fire sale on its inventory? Dell existed last quarter with 80% of its product lines in PII systems while most of Compaq's inventory is in older Classic P and MMX models. Overall impression? Buy on weakness.

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