DELL Bear Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DELL Bear Thread

DELL 127.92

+0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilow who wrote (2000)	10/1/1998 3:39:00 PM
From: WBC	of 2578

On a theoretical level, I might agree with some of your stated advantages of vertical integration, however, in practice, seldom have I experienced a vertically integrated organization that is able to maintain focus, response and excellence over many sub-product lines simultaneously. They tend to be less market driven; they overextend a product like cycle; they are less innovative, lack capacity for un-forecasted demand. Dell's approach is to focus on strong, responsive partnerships with sub-contractors like you outline in point (2) that enables them to lead the market in points (1) & (3). This way, they do not suffer from the NIH factor and allows flexibility unequalled in vertically integrated operations.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next