Dell Technologies Inc. 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 Technologies Inc.

DELL 126.56

+3.3%

9:40 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: arthur pritchard who wrote (133949)	6/22/1999 10:49:00 PM
From: edamo	Read Replies (2) of 176387

arthur...is that you???? let me better explain...sometimes the back and forth loses a bit. dell did not create the bto model. it was originated in the 60's by toyota japan. dell applied the bto model to a manufacturing process and refined it to excellence. this makes dell a great company. all bto models depend on the down stream suppliers to maintain perfection. most bto models have r+d, so down stream supply provides product to specification. example: auto industry uses r+d from supplier on generic type components, but do have proprietary parts built to their spec dell depends totally on wintel combo. they can only proceed as fast as intc / msft allows. true bto model works with 3-5 year product plans. if dell a "fast follower" they must react immediately to whatever intc/msft changes are made. so if dell is not an innovator, they do not know what the future brings until it is delivered to their door step. dell will remain a bto assembler, not an innovator at some point as a company grows it must innovate and provide for their own destiny....imagine if andy grove decided that he is at a strategic inflection point and processors are no more valid then memory...absurd...but what happens to the "fast follower" dell on this thread ibm is "the enemy", gerstner a liar, "mikey" the wunderkind....so you sign a $16b parts/r+d contract with the "enemy"....how do you bite the hand that feeds you??? dell is now and will probably be the best,most profitable pc maker in the history of the universe..........that is why i've held their stock since 96....but going forward is that enough...the desire of "mikey" to grow in five years to a $130b company is a task that may happen...providing the global economies and politics remain stable. dell has lived through good times only...ibm is about a hundred years old...i think they survived....gotta give em credit...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next