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

To: Meathead who wrote (20864)	11/7/1997 3:08:00 PM
From: Paul van Wijk	Respond to of 176387

Meathead, The Dell article is one year old. Paul

To: Meathead who wrote (20864)	11/7/1997 3:22:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Thanks Meathead, Excellent! I figure INTC will go to 88 pretyy quickly as the world markets calm and people realize that the air bubble is gone from the inventory pipe. Jim K.

To: Meathead who wrote (20864)	11/7/1997 3:22:00 PM
From: Fangorn	Read Replies (2) \| Respond to of 176387

Meathead, The article at that last link was dated October 1996. What's up with that?

To: Meathead who wrote (20864)	11/8/1997 12:30:00 AM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 176387

Intel's comments about inventory may be very significant--should have seen if before this. It has consequences for boxmakers during the time they are adopting BTO. Dell had little inventory to begin with, so the following applies to everyone else. Competitors who have been adopting BTO have been selling out of inventory, and should be seeing a onetime, temporary bump in margins. Compaq and others adopting BTO will look like they are surging, until the quarter after the adoption of BTO has been completed, when the opposite will occur--they will look like their margins are dropping. This explains how Compaq pushed margins up a point during their last quarter.