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

To: Chuzzlewit who wrote (20889)11/8/1997 5:53:00 AM
From: david jung  Read Replies (1) | Respond to of 176387
 
Infoworld: "Dell contributes to tiny NetPC market "
infoworld.com

David
WALLSTREET Links: 100+ Investment Links
ziplink.net



To: Chuzzlewit who wrote (20889)11/8/1997 1:49:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Paul,

They may have dumped their product into the pipe before they reduced prices. But I see what you are getting at. In any event,
there is a bubble in the inventory pipeline that should not be as large next quarter. Their inventory turns are still musch lower than DELL's.

The question in my mind is whether DELL's margins jumped up this quarter?

Regards,

Jim Kelley



To: Chuzzlewit who wrote (20889)11/8/1997 1:59:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Paul,

Do you think it would be possible to put together an input/output model of the PC industry based on their balence financials and suppliers? This could be very useful in predicting the effects of different reported events on their earnings of a company.

Regards,

Jim Kelley


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