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

To: Lizzie Tudor who wrote (2290)	11/12/1998 6:46:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 2578

Michelle, my guess is that there is a continuing shift in the sales mix away from desk tops and into servers and notebooks. The quarterly report looks quite good (my grousing about stock options notwithstanding). Meredith seems to be making good in cutting inventory levels -- now down to seven days. As a result of better deals with suppliers A/P (in days) increased and as a consequence the CCC dropped even further. Financially, Meredith is a virtuoso. TTFN, CTC