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Technology Stocks : How high will Microsoft fly?
MSFT 488.02+0.2%Dec 24 12:59 PM EST

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To: techtonicbull who wrote (64317)1/21/2002 7:14:10 AM
From: Dave  Read Replies (1) of 74651
 
techtonicbull,

Inventories are reduced to almost "Dell Like" models, They are building in "just-in-time" fashion...

Many companies have attempted to imitate the Dell model and while efficiency increased; their efficiency in terms of Inventory Turns and GMs came no where close to Dell.

Sun has product differentiation. That could change with Intel's generation of chips after the Itanium.
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