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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: Patrick E.McDaniel who wrote (64851)	9/10/1998 7:12:00 PM
From: Tweaker	Read Replies (2) of 176387

The DELL EFFECT! mercurycenter.com Q Doesn't that raise the prospect, though, that even though this recession in various parts of the world has been going on for three years, that it's just now going to start affecting American and European companies and it's going to go on for another three years for them? A To answer the first part: Yes, you are starting to see that effect. Is it going to go on for another three years? Absolutely not. We're seeing an adjustment to the cycle. You mentioned the Asian effect. But there are other effects going on at the same time, such as the Dell effect. Everybody in the electronics industry is saying: If Dell can get by with seven days' inventory, why can't we? Almost every part of the supply chain has been squeezed. That spring-loads the whole system for the recovery when it comes, and it will be very sharp because there's no cushion in the system today. SORRY ABOUT FORMATING! Phil

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