Darrel:
<<<<Dell selling at about three times forward looking revenue. beyond that, a figure was kicking around the last few days of ultimately $40 billion by 2001 (of course, with acquisitions, if any, it could be higher, or without, lower). very possible with the internet now in full swing and Dell venturing into avenues beyond boxes.>>>>
I feel strongly that Dell has no intention of pursuing
acquisitions, believing that MD verified the capability of Wang and Unysis to do their part in the joint ventures.
Again for manufacturing, a trip thru the Round Rock
"Showcase" factory would show the unique equipment used, like
roller tables at working height, multiple loading bays where incoming
parts sit in trucks and are paid for by Dell as they are used up,
steel racks for the burn-in period of several hours and which
must accommodate perhaps 2000 computers simultaneously powered up,
and software is loaded which in special cases requires 8 hours
And also, Austin is a hot bed of computer parts manufacturers
who can more easily produce or deliver parts "right now" when
Dell needs them. In fact one of the computer box makers( builds the
housings) is planning a factory on the 570 acre sight being
developed by Dell.
I consider that Dell is making the best use of the Austin environment for expansion, being able to do things that are nearly
inpossible( or impossibly expensive) in a city like Los Angeles
or San francisco.( For instance, try to buy a square mile of
industrial zoned property and obtain umpteen permits for
developement in California adjacent to the suppliers)
In summary if Dell did perchance buy a factory, might as well tear out all the installed equipment leaving a bare floor, then install
all new wiring, racks, servers,and work stations.
Sorry about the wordiness, but it has been a very good day( for
all) I hope>(:O)
Sig
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