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To: Elwood P. Dowd who wrote (50456)	2/28/1999 12:03:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

EL..We find ourselves in the same mess again. Stuffed channel inventories even if only 4 or 5 weeks during a product transition (PII to PIII) gives Dell the edge again. I focused on the fact components prices had stabilized which negates one of the "perfect business model" edge but overlooked the new product transition issues. This company is very sick and it is going to take a lot more that hot air AV internet hype to fix it. Steve

To: Elwood P. Dowd who wrote (50456)	2/28/1999 12:28:00 PM
From: rupert1	Respond to of 97611

El: It seems that my composite sentence was accurate about Mason being at least one of the soruces. In addition to hlpnout excerpts there are others from the analysts reports and media reports that I relied on. They were posted on Friday and Saturday and are avaliable for anyone on the thread to read. One thing I did notice from helpinouts extract was that the word "investors" was used - not "analysts" . I wonder whether this was just an innaccuracy because it then went on to say "among whom.....was Credit Suisses ....analyst". I see my crazy stalker is gibbering again. I'm off now for a COMPAQ-free evening. Decisions tomorrow.