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To: Night Writer who wrote (86585)11/10/2000 2:44:56 PM
From: Elwood P. Dowd  Read Replies (2) | Respond to of 97611
 
NW.... During the CNBC/Michael Dell interview this morning at 10:10am, Liz Clayman asked Dell if his company had "stuffed-the-channel" in the latest Q in order to prop up the numbers for yesterday's report. Dell responded by saying that DELL doesn't have dealers or distributors and therefore has no channel. Clayman then pressed him and said did you stuff the channel? Dell sheepishly replied, no, so she left a loop hole. She should have pressed him even further and asked him then if they had shipped any product early to their end users or consumers/customers. My guess is we haven't heard the last of this robbing Peter to pay Paul allegation by KK of BA. El Played 9 and threw in the towel. Too windy, rainy, and cold. Must be time to get out the bowling ball. jajaja



To: Night Writer who wrote (86585)11/10/2000 2:50:30 PM
From: PCSS  Respond to of 97611
 
NW,

<I think we are going to see a new sector leader crowned next week.
CPQ growing with super computers down to iPaq hand held devices.
IBM declares death of the PC again yesterday, and announces slow growth.
Gateway builds stores and concentrates on PC services.
Dell now trying to focus on more then just the business PC. Lacks high end products.

Now who is the sector king?>

CHANGING OF THE KING IN PROCESS !!!

Michael



To: Night Writer who wrote (86585)11/10/2000 5:57:34 PM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
>>>El,
I think we are going to see a new sector leader crowned next week<<

Crown the pig? Would that make it "His Royal Majesty Fat Pig?" I LIKE IT!!! jjaja El