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Technology Stocks
DELL Bear Thread

An SI Board Since March 1998

Posts	SubjectMarks	Bans	Symbol
2578	11	0	DELL

Emcee: jjs_ynot	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1878	Geoff - <i>Intel's task of smoothing its own inventory would be made	rudedog	-	9/7/1998
1877	Gary, re: <i>If I'm taking rudedogs position it's pure coincide	Geoff Nunn	-	9/7/1998
1876	Gary, If you wish to criticize my position that's fine - I welcome it. I	Geoff Nunn	-	9/7/1998
1875	Geoff, If I'm taking rudedogs position it's pure coincidence. I'm	The Phoenix	-	9/7/1998
1874	Ooops, you're right. Thanks for the correction.	Geoff Nunn	-	9/7/1998
1873	re: <i>DELL has succeeded in shifting inventory costs from DELL to INTC&	Geoff Nunn	-	9/7/1998
1872	Geoff - If you read the post you gave to Michelle, you will understand what I	rudedog	-	9/7/1998
1871	Geoff - <i>run as high as an estimated 12-13 weeks </i> You're	rudedog	-	9/7/1998
1870	I was referring to CPQ's purchasing habits from INTC. Intel can better pre	The Phoenix	-	9/6/1998
1869	Michelle, Drew Swiss and Chuzzlewit did a great job on inventory turns a few w	Geoff Nunn	-	9/6/1998
1868	Sorry to be redundant, but I thought cpq had <i>at least</i> 16 inv	Lizzie Tudor	-	9/6/1998
1867	Gary, Rudedog has already stated that Intel provides CPQ with price protection	Geoff Nunn	-	9/6/1998
1866	Geoff, I do not have to have knowledge of that level of detail to assert that	jim kelley	-	9/6/1998
1865	Pricing - interesting discussion. Let me propose a scenario. CPQ purchases in	The Phoenix	-	9/6/1998
1864	Jim, Glad to see you jump into this discussion, even if only to respond to one	Geoff Nunn	-	9/6/1998
1863	I just read the posts where jim and geoff mentioned that volume purchases by De	rudedog	-	9/6/1998
1862	jim - please take the time to respond to what I actually said, as I value your	rudedog	-	9/6/1998
1861	Dog and Geoff, Re:Good question. I would like to hear Jim speak to this, but l	jim kelley	-	9/5/1998
1860	Michelle, I do not know how to answer your question. I am not sure if you are	jim kelley	-	9/5/1998
1859	Rudedog - <i>If CPQ knows in advance when CPU prices will fall, why would	Geoff Nunn	-	9/5/1998
1858	Hi Jim, What is your background in forecasting can I ask? Is this stuff you re	Lizzie Tudor	-	9/5/1998
1857	Hi rudedog; It is pretty clear that trying to explain the details of how inven	Bilow	-	9/5/1998
1856	Dog, You must think that INTC is stupid or lazy. Real demand is more importa	jim kelley	-	9/5/1998
1855	Dog, Forecasting demand is a huge problem for companies like CPQ which use an	jim kelley	-	9/5/1998
1854	Thanks rudedog for clearing up my confusion. I did not think about network conn	divvie	-	9/5/1998

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