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


To: Sig who wrote (42352)5/15/1998 3:04:00 PM
From: Jeff Jackson  Read Replies (1) | Respond to of 176387
 
Let me see if I understand this...

1. Some anal-yst says there will be an oversupply of microprocessors;
2. If true, Intel will have to lower its chip prices;
3. CPQ, HWP, etc. have chip inventories purchased at higher prices;
4. DELL has no significant inventory and can buy cheaper right away;

Therefore,

DELL tanks more than CPQ today.

What am I missing here?

Jeff