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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: The Phoenix who wrote (60900)8/25/1998 7:34:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Apparantly I rate zero on you metered response scale, because when you say:

I began my conversation here asking what makes DELL unique and gives the company a unique market position. Given that they purchase components (PCB's) and assemble these into JIT delivery for fullfilment to the Fortune 500 companies, what is it that keeps competitors from emulating this approach. If someone can answer this in such a way as to demonstrate that the CPQ's, IBM's and HP's haven't a chance of either emulating it or bettering it then once again I'll be convinced.

I and others on this thread explained to you at length why the existing competitors cannot copy Dell's business plan. I referred you to Michelle Harris to explain to you the difficulties in implementing a successful SCM system which overlays and ERP system. But you didn't even acknowledge the information.

So you created the fiction that you questions have gone unanswered, since you go on to say:

Up to now the response I've seen was "why haven't they done it then?; they're morons/buffoons; they can't copy DELL's model - no one can." I'm sorry, these are not, in my eyes, solid cases for DELL's business model; nor were the ones I restated above. Again, they appear to me to be repeatable.

I'm sorry, Gary, but your vision is opportunistic. You saw what you want to see and ignored the rest. And rather than looking at the evidence and reaching a conclusion from the data, you choose to draw your conclusion first and try to get the data to conform to your prejudices. The saddest part about this is that only you will end up being the poorer for it.

TTFN,
CTC
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