SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 117.31+2.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mohan Marette who wrote (54621)7/28/1998 12:20:00 PM
From: Chuzzlewit  Read Replies (1) of 176388
 
Good morning Mohan,

An excerpt from the article:

"Essentially the direct guys bought [the components] yesterday and are selling [them] tomorrow, so they can sell through the lower cost to their customers,"

If the analyst had done his homework the sentence would have read:

Essentially the direct guys will buy [the components] tomorrow after selling [them] yesterday, so they can sell through a portion of the lower cost to their customers and pocket the rest.

That's the power of JIT manufacturing in action.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext