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Technology Stocks : Dell Technologies Inc.

DELL 123.94

+1.2%

12:07 PM EST

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To: Happy Cat who wrote (139830)	8/18/1999 3:20:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<The bigger Dell gets, the more leverage it has to get suppliers to take inventory risk; the more leverage, the less inventory. Michael's goal remains 0 inventory. While he puzzles how to get way below a week, Compaq struggles to stay below a month. Even three years ago Gateway or Hewlett-Packard might have made a leap to Dell's leverage. Only a colossal screw up in execution could unseat Dell from this cost advantage now. Having met Michael and worked with his senior management, I don't see it. As several bears have pointed out, the direct CONCEPT can be imitated. Dell's leverage with suppliers cannot.>> Happy Cat: Thank you for sharing your insights.... I also continue to be LONG on DELL for the LONG RUN <G>!! Best Regards, Scott

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