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

To: Najib Mehanna who wrote (36850)	4/7/1998 10:42:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 176387

INTERESTING #2 (forwarded to me):>>No, the main culprit seems to be a slowdown in overall PC sales--the worst possible scenario. The big weak spot is in orders from large PC makers, primarily in North America, Europe and Japan. Could it be that the world's biggest PC markets are saturated? People have been saying that huge PC inventories are gathering mold on shelves. I wouldn't be surprised if they were right--cramming the channel has been the industry's shell game for years. And Compaq, which has nervously watched Dell gain on it, is a primary channel-stuffing suspect. If that's the case, watch for sour results from all but direct-seller Dell in the coming quarters. <<