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Technology Stocks : Dell Technologies Inc.
DELL 114.44-3.4%Jan 30 9:30 AM EST

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To: rudedog who wrote (38304)4/18/1998 4:13:00 PM
From: K. M. Strickler  Read Replies (2) of 176388
 
r,

If DELL went to AMD, couldn't they get a motherboard with the AMD chip from another manufacturer? Just bolt 'er in! Am I missing something here?

To me it IS THE JIT MODEL - PERIOD! Doesn't matter what you make! You turn inventory at this rate, YOU HAVE TO MAKE MONEY! Especially when you are running on somebody elses money! Their cash conversion cycle is -5 days. I read that as 5 days of 'interest' on somebody elses money. Let me have 5 days of interest on say Bank Americas money!

Regards,

Ken
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