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

To: bonnuss_in_austin who wrote (956)	12/10/2000 2:41:15 PM
From: she_x	Read Replies (1) \| Respond to of 104160

bonnie, i see CPQ and DELL both as buys in here. some problems surfacing re: fiorini restructuring for HWP that need to be ironed out. AAPL and GTW...no. BTW: You surely realize DELL carries no inventory ... it's that build-to-order business model sans hefty costs of reliance on distribution channels ... foundation of the company itself ... remember? "Dell Direct." <g> now that CPQ owns the distributer that DELL employs this is hardly a point of debate these days. costs are way out of line for RMBS RDRAM to make the propriatary advantage worthwhile. intel is forking over big bucks to keep it out in the market. sony PS2 may be a saving grace. (managed to get my hands on one of those BTW) just too many if's on the RMBS story to have a lot of faith in them at this point. JMHO she