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


To: Geoff Nunn who wrote (1869)9/7/1998 12:28:00 AM
From: rudedog  Respond to of 2578
 
Geoff -
If you read the post you gave to Michelle, you will understand what I said about confusing channel inventory and 'real' inventory. Michelle works in ERP I believe, she probably knows the difference. You might do well to read the entire exchange between me, chuz and drew on this issue, a lot of good info there and I think we nailed down the data pretty tightly.