SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (40874)5/7/1998 3:44:00 PM
From: Gabriel008  Respond to of 176387
 
Rudedog, as I mentioned to Jim I stumbled on a report just the other day that indicated that Compaq was increasing it's days sales of inventory in the channel. If I can find the report I'll link it to you.



To: rudedog who wrote (40874)5/7/1998 4:07:00 PM
From: Gabriel008  Read Replies (3) | Respond to of 176387
 
Rudedog, I found the link. Here it is;
zdinfobeads.com
Once you access the link go to "Goldberg's Insider" near the bottom of the page then once in click Commercial PC in the left margin.
"popping the PC inventory bubble" is the story you want to read.



To: rudedog who wrote (40874)5/8/1998 11:26:00 AM
From: jim kelley  Respond to of 176387
 
Dog and Gabriel,

Thanks for the link Gabriel. It shows the CPQ DSO up about 5 days in March despite the specials.

Dog, I think you may be relying to much on the party line players for information. I would not expect CPQ to be announcing to the world that they are stuffing their channels again. Nor would I expect the channels to get noisy about it unless they are getting hurt badly enough.

But we can all use better information.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News