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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Don Edgerton who wrote (147603)	11/18/1999 8:49:00 AM
From: edamo	Read Replies (1) of 176387

don....re: "dell taking it in the shorts" the achilles heel of the "perfect" dell model is in the downstream supply chain. "perfection" must be maintained with all the links. the bigger the "perfect" model becomes, the more stress on the links. a fault in the link is not as simple as replacing the weak link, as the seldom exists a strong enough substitute to put in the chain. "perfect" models work in the best of times.......dell not the originator, just an excellent executor of a forty year old model... dell not truly in control of their fate....too many "strong" suppliers can alter dell future... dell stock boring because dell has not exhibited any visionary alliances as in gtw/aol, ibm/sbc, cpq/c+w........markets like perceived forward thinking........dell just cranking out boxes...

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