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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Chuzzlewit who wrote (76953)	11/7/1998 4:56:00 PM
From: jhg_in_kc	Read Replies (2) of 176387

Chuz, isn't Dell's cash conversion cycle a result of the "virtual Integration" build to order just in time manufacturing business model. And isn't Dell going to- believe it or not- real time purchasing of components at the instant the buyer places his order. Dell is coming in my mind to be a virtual company, that in some senses, doesnt exist in the real world until an order is placed, then it instantaneously springs to life and is a manufacturing virtuoso. I have not phrased this as well as I hoped. Any thoughts? What in your view is the relation between virtual integration and the cash conversion cycle. Which is the chicken? Which is the egg? (interesteng question for a cat.) jhg

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