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

To: Eddie Kim who wrote (39595)	4/29/1998 10:17:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Eddie, do you recall our discussion of Compaq's inventory problems when you glibly dismissed Jim Kelley's observations? It is the same discussion in which you doubted my veracity when I said that Compaq had a mulitquarter inventory problem. This quote comes from a Dataquest analyst (see the full report in the URL posted to Meathead): "'There are signs that Compaq's inventory is shrinking slightly, and Dell is positioned to take advantage of both the Pentium II transition and customer movement to Windows 98,' said Mr. Miller." TTFN, CTC