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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Jason Hall who wrote (34708)10/13/1998 11:09:00 PM
From: P2V  Respond to of 97611
 

DONT SEE DELL ON THIS LIST ---
theregister.co.uk



To: Jason Hall who wrote (34708)10/14/1998 7:58:00 AM
From: rudedog  Read Replies (2) | Respond to of 97611
 
Jason -
This is just PR at this point. Dell is already starting to feel pressure in enterprise accounts because of inadequate inventory to meet spot demand from big customers, and saving a few more bucks on inventory holding costs does not make up for losing orders. CPQ has been looking at minimum effective inventory for large customers and it looks like when they go under 4 weeks they start to lose orders.



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