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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: jim kelley who wrote (58423)	8/15/1998 1:55:00 PM
From: rudedog	Read Replies (1) of 176387

Jim - It looks like you are wrong about CPQ manufacturing all their PC's. I'm not sure of your logic here - why does this discussion of inventory turns lead to the conclusion that CPQ does not build these machines? I know that some laptops are manufactured in Taiwan (as they are for all of the majors), and some subassemblies are also made elsewhere. There may well be other components or products which are farmed out. What I said was that the bulk of consumer product is made by CPQ here in houston, which is a fact that anyone can easily verify just by coming here and talking to some people who work on those manufacturing lines. This is not a conclusion or assertion on my part, it's a simple observation. The high turns ratio in the consumer business is driven by the same dynamic that drives Dell's high turns - the products are sold before they leave the factory. In the consumer lines, CPQ is almost certainly more efficient than Dell. This is a highly optimized JIT system which has the advantage over Dell's MFG model in that all of the products in a given run are identical, whereas Dell has to configure each machine.

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