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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (36335)	11/15/1998 7:58:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

I guess some of this is guaranteed just by the business of competitive sales. Each competitor, when times are starting to get tough, expects to increase sales by grabbing market share and produces based on what they individually think they can do by outselling their competitors. Supposedly for the direct crew they don't have to stockpile anything, but the truth is they do. How do you assess how wrong they can be given the build-to-order model? Can they adjust weekly, every couple of weeks, monthly and still not risk having inadequate supplies of parts to build what they need? Hpeace was always saying that these ordering systems had it down to some kind of phenomenal precision, but I wonder. Can we only assess this by looking back after the season is over. Or can we then? Have you ever tried to get more than a fuzzy handle on this?

To: Knighty Tin who wrote (36335)	11/15/1998 8:56:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 132070

Nacho sales were slow at the Georgia Dome today. Apparently everybody was enjoying fried Rice. <g> Tom

To: Knighty Tin who wrote (36335)	11/15/1998 11:18:00 PM
From: David Rosenthal	Read Replies (2) \| Respond to of 132070

Michael, But I see no way where they do not compete with themselves and I see no way that a distributor does not get ticked off when he loses a sale to Compaq Direct. Part of the deal is to offer some of these direct sales at the retail channel. Best Buy has a machine set up linked to Compaq's build to order system. Undoubtedly Best Buy gets a kickback from any sales made this way. All Best Buy has to do is keep that sales box plugged in. No inventory to carry and delivery is direct to the customer from Compaq. I doubt many Best Buy customers will use the system however, preferring to walk out with a shiny new box instead of waiting the week for BTO. Dave

To: Knighty Tin who wrote (36335)	11/16/1998 2:13:00 AM
From: miklosh	Read Replies (1) \| Respond to of 132070

Mike <if this isn't a humdinger of a Xmas> What do you think of the possibility that this actually will be a humdinger of an x-mas with very strong pc sales, resulting in your Christmas Lies crash sceneario pushed back a bit to, about Feb 99? IMHO a tech wreck will occur, but with cnbs and some of the co's best spin doctors at the wheel, my gut feeling is that the train will be further down the track and moving alot faster before it finally derails. Your thoughts? Btw are you still long mwy and do you still like the co as much? regards miklosh