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To: Scumbria who wrote (78580)4/12/1999 12:03:00 PM
From: Paul Fiondella  Respond to of 186894
 
Well I'll answer it for you

See this mornings WSJ article on CPQ. They asked the question and Dell doesn't see any problems with commercial demand.

"Analyst Don Young of PaineWebber Inc. estimates resellers hold four weeks of sales on their shelves, compared with 12 weeks a year ago. However, the timing and size of Compaq's profit miss suggests the company was required to make significant price concessions on those inventories, Mr. Young said."

Which products were those in inventory?