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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (30493)	10/18/1999 6:59:00 PM
From: Benkea	Read Replies (1) \| Respond to of 99985

Tim: "Short term means if you can delay buying a PC wait till January. We should see better discounts this January than years past. Its only those that have to buy this quarter will." Not exactly. Look for the other computer makers to squeeze Dell's nads over the next two months while they use their light inventory system against them. Prices will remain the same, but Dell will suffer margin contraction. When the temp spike in the memory and/or LCDs works it way into the 4 to 8 week inventory of the other PC makers, DELL will be back to kicking them in the teeth. Point is you will be buying stuff for the same prices, but DELL will subsidize you in the near-term and other PC makers in the intermediate term. As an ex-just in time box-maker, I can tell you this is the way it is.