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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Geoff Nunn who wrote (49971)	7/7/1998 7:43:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Geoff, Congratulations! That's one fantastic analysis. I agree with everything that you said. But let me add one further point of inefficiency: the BTO model requires resellers to do the assembly. That requires them to either inventory components or wait for a shipment from Compaq. Inefficiency in the extreme! Why didn't Compaq simply drop ship orders to the customer instead. That way the reseller never has to take physical possession of the merchandise and inventory is kept down. Your quip about Soviet centralized planning may be a helluva lot closer to the truth than anything else anyone has said about Compaq. It does not seem to be a market-driven company at least in terms of assembly and distribution, and I think that is the genesis of the problem. TTFN, CTC

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