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


To: Chuzzlewit who wrote (48453)6/22/1998 12:14:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
CTC,

Re: MSDW

This looks like bad news for CPQ.

Sub-zero sales into the retail channel are up while PC inventories are at 7-9 weeks.
This means they have to reduce their inventory levels by 3-5 weeks in just 4 weeks total time. This would take a business miracle.

I think that Dog is beginning to realize that this is a big problem.
It is creating new opportunities for DELL. It is an ill wind that blows nobody good.

Thanks for the post....

Jim Kelley