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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Bilow who wrote (75)3/11/1998 3:42:00 PM
From: jjs_ynot  Respond to of 2578
 
When you are in a race to produce with DELL, IBM, NEC, etc.; what else
do you do? I find it curious how the eventual slowdown will trickle
through the famous BTO / JIT model. Some suppliers may really get stuck big time IMO. Could get ugly.

Dave



To: Bilow who wrote (75)3/11/1998 3:43:00 PM
From: jjs_ynot  Respond to of 2578
 
Carl,

BTW, did you see that this thread is at No 4 in the HOT list for SI?

Dave



To: Bilow who wrote (75)3/11/1998 3:46:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 2578
 
Note this link, TANDEM (a CPQ CO.) is also building and shipping servers like crazy:

biz.yahoo.com