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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Jim Patterson who wrote (38894)4/24/1998 2:41:00 PM
From: Sig  Read Replies (1) of 176387
 
Jim:

<<<<I think GTW has some one from DELL showing them how to do it>>>
If you look at Loughead(Lockheed), Martin, and Boeing
and Northrop you will find that all these people worked/with/for each other at one time or another before starting their own
companies.
The same thing happens today in tech industry, it don't mean they are enemies, good for US companies to share ideas,as we
sometimes forget that the Asian companies (Toshiba, Nec)are real competitors to worry about also.

<<<< DELL keeps squeezing better and better resultl through better and better inventory management. (Sales growth and all of that too)
It is the Inventory situation that drives hardly believable increases in efficiency.
Does this imply that the rest of their cost structure is fairly static? and if it is, then how much of a falloff in unit growth or revenue growth would be required for the company to drop to a net loss?>>>>>>>>
True that Dell works all the time on inventory and cost reduction until further improvement will be difficult, but true
growth will come from the output of those three new factories being built. I don't know yet what they plan to make, but it will
incorporate the latest and 'hottest' components available.Any
fall-off in unit growth for existing products will be overcome
by growth in new areas. They have stated that they
are really pushing their latest notebooks, so expect good growth in that area.
Sig
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