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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (95150)	1/6/2000 12:59:00 PM
From: Robert Douglas	Respond to of 186894

Re: Motley Fool's comment: The world's number two direct-sales computer maker said it won't meet estimates because of a microprocessor shortage and a lag in business sales because of Y2K concerns. There is a remarkable concept in business called inventory. Inventory serves many purposes, not the least of which is to insure that you aren't sold out when demand surges or supply becomes tight. In today's world inventory has become a dirty word. Dell has supposedly lit the way to show us that inventory is as unnecessary a concept in business as the concept of value is in stock market analysis. Of course, all they really proved is that it benefits THEM to carry no inventory. They still want that inventory at their suppliers when demand does strange things. Wouldn't GTW, which follows Dell's revolutionary model, have been wise to maybe keep just a tiny stockpile of microprocessors on hand for such an occurrence? Apparently they felt not. Maybe inventory will become fashionable again?