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Pastimes : NNBM - SI Branch -- Ignore unavailable to you. Want to Upgrade?

To: bonnuss_in_austin who wrote (954)	12/10/2000 2:03:09 PM
From: she_x	Read Replies (1) \| Respond to of 104159

hi bonnie i don't have any quantity in terms of weeks but i do know they had really scaled back inventory in the channel. keep in mind though that it is both appropriate and acceptable for OEM's to hold more inventory at christmastime. dell's inventory is also up. no big deal. AAPL is a niche product and not surprising they warned. GTW is so PC/internet concentric that i believe that's what hurt them. dell and compaq should be ok with the guidance they've given. that's my take anyway. still have a small amount of RMBS that i'll ride out or i'll unload on any good rally. i bought a long time ago so haven't lost much on them. trade still is low risk for me. lost a lot of confidence in them for various reasons i posted about earlier on this board. later, she