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Technology Stocks : Dell Technologies Inc.

DELL 132.42

-0.6%

12:21 PM EST

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To: GRANOLA who wrote (60097)	8/21/1998 1:15:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Granola, no defense is necessary. The whole point of JIT manufacturing is to push back inventories. This occurs along the entire manufacturing chain and is one side of the equation when Michael Dell talks about virtual integration. This is not arrogance, and 30 days inventory is not unusual for any supplier. Complaining about the terms of payment that Dell gets from its suppliers sounds to me like a dog in the manger type complaint. In fact, the evidence you present is one more reason to be heavily invested in Dell. If you recall my discussion with AlanH I pointed out that Dell's business itself represented the barrier to entry, and was a paradigm that could not be copied piecemeal. It is a highly integrated sales/assembly/purchasing system with a tremendous financial overlay. You have provided additional evidence in support of that position. TTFN, CTC

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