Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (144569)	10/14/1999 10:11:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

greg - re-read what MSD said. There is a nice 12-week fudge factor to determine what the real impact will be. This also would give MSD time to go and twist arms to line up supply, or if that didn't work, offer incentives, or if that didn't work make long term commitments which DELL has in the past shunned. We have just seen three huge contracts with 5-year horizons from a company which used to think a 90-day guarantee to a vendor was a long time. Do you think the guys MSD is now working are not aware of the situation? Now is a great time for them to get the kind of contract arrangements they have never been able to get from DELL. If MSD does not play ball and give the vendors what they want, he will have a shortage. If he does, he will alter DELL's model going forward, maybe for years. Between a Rock and a Hard Place, as we say here in Texas. I think they did "come clean" - but hardly with the whole story. This will play out throughout the rest of the year. There is a lot of resentment of DELL from their suppliers - I have personally heard this from employees of several key far east players. It goes with the territory - that's how DELL was able to keep those component and inventory costs low all those years.