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

To: K. M. Strickler who wrote (33056)	3/8/1998 1:55:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Ken, an excerpt from the Motley Fool last week: [Intel's] shortfall seems to have been caused not by a drop-off in end user demand for PCs or a slowdown in Asia but by short-term inventory issues with its customers. After weeks of reports on channel checks indicating inventories in distribution channels might be a little heavy, Compaq's (NYSE:CPQ - news) CFO earlier this week said pricing in North America has been looking ragged. If such inventory issues are Intel's main trouble, then the company's revenues ought to return to course once Compaq and others make more progress in whittling down their channel inventories to their target ranges. This begins to sound more and more like a Compaq-specific problem. Regards, Paul