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Technology Stocks : Dell Technologies Inc.

DELL 117.16

-1.7%

Feb 3 3:59 PM EST

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To: stock bull who wrote (78097)	11/11/1998 12:13:00 PM
From: SecularBull	Read Replies (1) of 176388

JIT inventory and direct model manufacturing are different than CPQ's traditional methods. Efficiency (margins) will be compromised when the company 1) tries to operate with two different inventory/manufacturing models, and 2) tries to operate with two different distribution models. The 100% direct model will always be more efficient than the indirect/direct models. Compaq will have to sell-out their indirect distributors, in favor of what would be a rapidly expanding direct model. How well do you think that'll go over? In any event, I'd be shorting CompUSA. Regards, LoD

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