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To: Ian Davidson who wrote (31756)3/2/1998 10:35:00 PM
From: Sabrejet  Respond to of 176387
 
This seems to be standard operating risk and as far as stock price is concerned, has no effect. Short term it's a nat.

seczebra



To: Ian Davidson who wrote (31756)3/2/1998 10:46:00 PM
From: Venkie  Read Replies (1) | Respond to of 176387
 
We knew friday and I think we've seen the worse..I think we will head up again tomorrow and I will pick up a few for quick trade and Buy. Makes good for quick trades are long holding



To: Ian Davidson who wrote (31756)3/3/1998 12:28:00 AM
From: Tom Barnum  Respond to of 176387
 
>>assembles PCs based on phone and Web orders, which allows it to keep low inventories but also means that manufacturing problems critically affect delivery time.

Strange perspective, in my opinion, that low inventory exacerbates this problem. Other companies would have stocked warehouses to the ceiling before discovering the problem, then would have had to rework all those machines. That would certainly delay things by more than a few days.


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