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Technology Stocks : Compaq
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To: rudedog who wrote (36992)11/19/1998 8:03:00 PM
From: Roads End  Read Replies (1) of 97611
 
rudedog...Thanks for saying better than what I have been saying and have known as a simple matter of common sense. "Guys like Dell who keep no inventory and might call in
today and want a lot, tomorrow and want a little are a royal pain to a capital-intensive
manufacturer like Intel." That is the flaw in their (Dell) model. If chips are in short supply, a model like Dell has falls to the back of the pecking order. If a surplus exists and prices are declining the Dell model is more effective. The key is both those conditions have to be met for the advantage to exist. Ditto any other component required in the finished product.
BTW....Have enjoyed the jousting on the MSFT thread. Also, have you considered Yreka Bakery? I like it because it does exist.
Steve
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