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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: hpeace who wrote (20593)	11/4/1997 10:35:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

steve - are there any specifics about the Intel component pushout that you can share with us? Dell uses lots of Intel components across all product lines and this happens often. During product transitions, old product volumes decrease quickly as the EOL (EndOfLife) plan kicks in. Dell manages E&O (Excess&Obsolete) and product cannibalization flawlessly where pushouts/pullins play a tactical role. The fear and rumor on the street is it's a byproduct of aggregate slowing demand. Could it be the 1M/2M flash issue? MEATHEAD