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Technology Stocks : Dell Technologies Inc.

DELL 140.42

+1.1%

3:59 PM EST

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To: jim kelley who wrote (145357)	10/20/1999 3:32:00 PM
From: Mike Van Winkle	Read Replies (2) of 176387

Jim re: Build to order is intrinsically a more efficient process and does not require the large inventory writedowns that accompany batch manufacturing.<<< It is difficult for batch thinkers to change to process thinking. Dell's model fits the real world where change in technology and change in customer demands will always be unpredictable. Batch by its very nature is static. Retailers are always having sales to clear out their inventory. Even Ford is working to move to Dell's model. As time goes on and more businesses move towards the Dell model, even business cycles will be a memory (sorry bears). Mike

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