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

To: jim kelley who wrote (47231)	6/11/1998 5:29:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Poor Eddie, he never could open his eyes and figure out that the light at the end of the tunnel was a train coming his way! I saw on the Compaq thread that someone has stated that Bloomberg was carrying a story about a $1 billion inventory write-down. Has this been confirmed, and do you have a URL for the story? Also, has anyone a good idea of what kinds of inventory levels are out there for HWP and IBM? Frankly, all of this unsold inventory is making me a more than a little nervous. WDC reports a lot of excess inventory in the dd's also. Excess inventory is acting like a an anchor on earnings, and I'm sure that it is slowing demand as discretionary purchasers await pricing stabilization before committing to a purchase. The sooner HWP, CPQ and IBM bite the inventory bullet the better for the entire industry. Good call on this Jim. Congrats! TTFN, CTC