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To: Chuzzlewit who wrote (34156)3/12/1998 5:57:00 PM
From: Junehee Lee  Read Replies (1) | Respond to of 176387
 
To All: Just in case if this has not been posted.

Dell Computer files $500 mln shelf offer

biz.yahoo.com



To: Chuzzlewit who wrote (34156)3/12/1998 5:59:00 PM
From: Sig  Read Replies (1) | Respond to of 176387
 
Paul: Any opinions on this effort. ?

biz.yahoo.com
SES



To: Chuzzlewit who wrote (34156)3/12/1998 8:10:00 PM
From: Geoff Nunn  Read Replies (1) | Respond to of 176387
 
Paul, doesn't that assume that CPQ, IBM, etc will slow current production until their inventory bloat is worked off? I can envision a scenario in which they dump outmoded stocks at fire sale prices but continue new production at normal rates. This may be their best strategy if maintaining current production does not lead to physical bottlenecks in the channel.

Regards,

Geoff


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