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Technology Stocks : DELL Bear Thread
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: The Phoenix who wrote (1779)9/2/1998 12:12:00 AM
From: lib  Read Replies (1) of 2578
 
Gary;

I'd like to add an eleventh answer as to why DELL is unstoppable, and that has much to do with inventory control. A relative works for the company and states that inventory turn over is no more than a few weeks, meaning that they don't have to sit on components which are constantly being repriced in a downwards cycle as newer tech. hits the marketplace. Margins therefore remain consistent with 1) public consumption 2) newer and older tech. Not sure if this argument was brought forth to you before, and to be honest with you, I not sure why other co.'s are not duplicating Dell's inventory model.

And yes, refraining from providing actual logistics, this is a very simple reason I have provided.
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