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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Geoff Nunn who wrote (1867)	9/6/1998 1:24:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 2578

Sorry to be redundant, but I thought cpq had at least 16 inventory turns per month, at one point around 40% higher than Dell (this is way old news so please dont call me on it) - what exactly do you mean about the 12-13 weeks inventory? That seems way to high, for anybody. Michelle

To: Geoff Nunn who wrote (1867)	9/6/1998 5:55:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 2578

I was referring to CPQ's purchasing habits from INTC. Intel can better predict thier builds based upon CPQ's ordering paterns. 6-10 orders a year are easier to plan for than JIT is....at least for a company like INTC. In order to support JIT INTC must hold some inventory.. DELL has succeeded in shifting inventory costs from DELL to INTC. Do you think INTC's pricing to DELL is higher or lower than to CPQ? If I'm a sales guy at INTC I tell DELL that we can charge you less so long as you give us more predictability - or even hold some inventory. BUT, if we have to inventory for you then I have to charge you for that. OG