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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 176.34-5.8%Dec 12 9:30 AM EST

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To: Sam who wrote (2574)2/27/1998 4:57:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
Sam, I long ago abandoned Dell and Compaq because I figured with thousands of PC producers, PCs were much more a commodity than DDs. Who would have known these two could be so successful in a commodity business. If Dell has now nearly optimized the perfect production plan (and can double it every 12 months), how hard can it be for a major company to replicate. I read in one post that box asssembly only required 11 minutes. When I heard an Alex Brown broker refer to Dell's production methods as proprietary, I knew the end was near. Anyone should be able to copy. That was many, many points ago.
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