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Technology Stocks : DELL Bear Thread
DELL 142.68-2.7%Nov 10 3:59 PM EST
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To: Chuzzlewit who wrote (1995)10/1/1998 2:28:00 AM
From: Bilow  Read Replies (2) of 2578
 
Hi Chuzzlewit; True, that a vertically integrated manufacturer suffers risk at each level if sales of PCs slow. But when that happens, the horizontally integrated manufacturer suffers the same risk. I think rudedog may have been extolling the virtues of a touch of conglomeration. :)

In addition, the horizontally integrated manufacturer is subject to being replaced by the other manufacturers.

-- Carl

P.S. My mom is a big single malt scotch fanatic, and brings the stuff back from England (sometimes perhaps not entirely correctly, as the customs limit is quite small). Most of the stuff makes me ill. Glenlivet, on the other hand, I am quite fond of, and is easily available here.
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