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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: K. M. Strickler who wrote (57222)8/10/1998 2:58:00 PM
From: Jim Patterson  Read Replies (1) of 176387
 
RE: It seems to me that is DELL becomes too successful, their BTO-JIT process can 'overload', I realize that the Metric 12 plant and other facilities will add to their capacity, but a government order for 1mln systems would definitely be a bump in the road. JMHO

Ken,
Maybe I am getting the wrong idea here,
But are you questioning DELL capacity to expand into higher level markets that are dominated by IBM CPQ and HWP ?

I know you are a DELL bull, but this is one of the pices of my bear argument.

Jim

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