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: Chuzzlewit who wrote (32460)3/5/1998 3:18:00 PM
From: jerry sullivan  Respond to of 176387
 
Hey, where is the captain...we are taking on water....js



To: Chuzzlewit who wrote (32460)3/5/1998 3:21:00 PM
From: Rio Jangada  Read Replies (1) | Respond to of 176387
 
Paul,
The point is that industry-wide the move to lower inventories has been happening gradually over the last few years! Why would it this quarter (all-of-a-sudden) cause an unanticipated back-up at Intel?

By the way, do you think those other hurting enterprises HWP, CPQ, and IBM might reduce prices quicker than anticipated to help reduce their inventory?

RJ