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To: Patrick E.McDaniel who wrote (77988)11/11/1998 9:32:00 AM
From: AnnieO  Read Replies (3) | Respond to of 176387
 
Talk : Computers : DELL

To: Gregory Mullineaux (77984 )
From: Lucretius Taurus Wednesday, Nov 11 1998 9:24AM ET
Reply # of 77991

The overproduction is fairly obvious if you are looking... add up the number of PC's produced by PC "manufacturers" then add up sales by retail and sales by the direct sellers (DELL has no inventory so it can't overproduce) those numbers don't add up. where does the overprodcution go?.... into inventory. exactly where it went last yr.
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Sounds like LT has been listening to Fleckenstein on CNBC this morning. Neither has an original thought.

AnnieO




To: Patrick E.McDaniel who wrote (77988)11/11/1998 10:07:00 AM
From: D. Swiss  Respond to of 176387
 
Pat babes, batten down the hatches, we are about to go into orbit! WE"RRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRE
gonna be RICHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHer!

:o)

Drew