SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: David E. Taylor who wrote (31704)3/2/1998 4:30:00 PM
From: Chuzzlewit  Respond to of 176387
 
David, I don't trust "analysts" farther than I can throw them. But neither do I trust Compaq's BTO plan for one very simple reason: inventory balancing using the intermediate channel member as the final build station has got to me a nightmare.

And I would point out to you that while not as damaging as excess inventory, inventory shortages hurt the bottom line by leading to lost sales.

I could be totally wrong here, but I simply mistrust Compaq's BTO model. It's too cumbersome and it inevitably creates quality problems. Just call me a skeptic.

Regards,

Paul



To: David E. Taylor who wrote (31704)3/2/1998 11:45:00 PM
From: jbn3  Read Replies (1) | Respond to of 176387
 
David,

Thank you for the post. Very interesting. Did you happen to notice that all three of the links you posted to different articles were written by the same man? Roger C. Lanctot?

One author ==> 3 articles saying the same thing. Interesting.

Regards, 3.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News