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Technology Stocks : DELL Bear Thread

DELL 125.97

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3:59 PM EST

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To: Geoff Nunn who wrote (1867)	9/7/1998 12:25:00 AM
From: rudedog	Read Replies (1) of 2578

Geoff - run as high as an estimated 12-13 weeks You're confusing channel inventory, which CPQ does not own, with internal inventory. CPQ's internal inventory has been steady at 7-8 weeks for a long time (years). This is the material that they have in the pipeline, WIP (work in progress) and finished goods inventory. There has been lots of confusion over this, let's get it straight what inventory we're talking about.

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