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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

Dec 17 3:59 PM EST

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To: rudedog who wrote (148245)	12/1/1999 4:55:00 PM
From: Mike Van Winkle	Read Replies (2) of 176387

Dog re: The reality of what DELL is doing supports many of the things I have said on this thread about the consumer business for many years, especially that there is little advantage to the BTO model in consumer. Economies of scale are achieved by large runs of a single product configuration. DELL's manufacturing model is not an advantage in the consumer space. From that standpoint, farming production to SCI was a smart move. Once a batch man always a batch man. The reality is that Dell's move in no way supports your contention. What Dell is doing now for an entry product is to expedite its manufacture for the Christmas market. Contracting is a more expensive way to build and I expect a short lived solution. Cheers Mike

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