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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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Nov 28 12:59 PM EST

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To: Jorge who wrote (59688)	8/19/1998 11:19:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

George, you asked is it possible price increase notices may be given in advance by component companies which would allow DELL to buy "extra" to cover a transition period, thereby nullifying most of this concern? Two comments, First, the history of technology is price decreases. Even in the face of outrageous inflation during the seventies and early eighties prices decreased on virtually every conceivable technology item. But beyond that, the key to Dell's success is maintaining as little inventory as possible. That's how they manage to get a 217% ROIC. Inventory does not earn. It sits there and it costs money to store and to move around. It only earns money for Dell when it reaches the customers' hand. This is the essential idea in JIT manufacturing. TTFN, CTC

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