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To: Jim Patterson who wrote (42066)5/14/1998 12:32:00 PM
From: K. M. Strickler  Read Replies (1) | Respond to of 176387
 
JP,

I don't see DELLs inventory problems, so much as their suppliers problems with inventory. After all, DELL doesn't check it in until it is sold. How is that a problem?

As for business 'to be in', HWP is just up against a real 'machine' this time, that has changed the 'playing' field, and HWP is going through 'a period of adjustment'!

Industry over capacity? Not sure, seems like China and India could use a few more, what do you think?

Regards,

Ken



To: Jim Patterson who wrote (42066)5/14/1998 12:47:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Hmmm......

If DELL's sales went to 0 tomorrow, it looks like they would be sitting
on an incredible 7 days worth of inventory bloat. I wonder how many quarters it would take for them to work off that kind of bloat?

Get real Patterson.



To: Jim Patterson who wrote (42066)5/14/1998 2:06:00 PM
From: ioioioi  Read Replies (1) | Respond to of 176387
 
Has HP ***ever*** cut jobs? That is one of their corporate unwritten beliefs. No job cuts.


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