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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

3:59 PM EST

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To: stock bull who wrote (107196)	3/4/1999 5:44:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Stock Bull, you feared that Dell is going to help IBM implement the Bto process. So what? If you recall, just a few days ago Gerstner said IBM was not about to jettison intermediate distribution channels. So here's a rather radical idea: IBM's version of BTO is geared to Dell. Suppose we're talking about mass storage, where IBM is the component manufacturer. IBM does not currently have a lot of JIT knowhow, so it is afraid of getting jugged up with inventory given the fact that JIT processes tend to move inventory storage upstream. Therefore, for this model to work both companies need to have as seamless an integration of manufacturing and distribution systems as possible. In other words: virtual integration. That can only happen if IBM's systems become responsive to demand. Hence, BTO capability. And if this works it is in both companies' interests. TTFN, CTC

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