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To: Sonki who wrote (12747)11/3/1997 7:58:00 PM
From: Brian Malloy  Respond to of 27012
 
All I know is that:

1. DELL is taking away market share from other's in the US and it appears they will continue to do so. Therefore, they will continue to increase revenues even in the face of overall industry "flat" or declining demand.
2. Asian exposure is only 3% for DELL
3. Inventory cycle time is down to 3 hours on a few select components.
Conclusion: I am with this company all the way.