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Technology Stocks : Dell Technologies Inc.

DELL 124.49

+4.3%

9:57 AM EST

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To: freeus who wrote (66150)	9/18/1998 7:40:00 PM
From: Lizzie Tudor	Read Replies (2) of 176387

Well.... just to put in my .02 about Buffet + Fritos.... Fritos has recently purchased I2 software, the same supply chain mgmt software that Dell uses. So, they are obviously embarking on a JIT/SCM strategy as are lots of cpg vendors (consumer package goods). Soon, the cpg industry will look more and more to automation to improve the bottom line, and ultimitely the foods industry will begin to look like the PC biz in terms of a business model. So, if he thinks he can avoid technology companies by buying Fritos hes a little mistaken. Michelle PS people laughed at my grocery store example but I still believe foods are ripe for mfg and logistics automation....

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