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

To: rudedog who wrote (144572)	10/14/1999 10:22:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Hmm Fascinating. I believe you did mention something about DELL changing it's model with the long term contracts. Is it the fact that DELL is so large now they can't do JIT has well as they could in the past? Are they doing a fix price JIT? <g> Are they locking prices in now? I haven't seen that mentioned just supply. Yes you are correct the long term contracts are something to watch. 12 weeks is long time, I could take a comment by DELL about shortages after 12 weeks, not one month or two. greg

To: rudedog who wrote (144572)	10/14/1999 12:05:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

rudedog, re: 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. First, Dell's model is unaffected by long term contracts. Second, the LCD shortage was the issue being addressed and the deal was with S. Korea not Taiwan. It did not have the appearance of "a rock and a hard place" deal to me; and the $200 million up front cash from a cash cow like Dell was an Intel like strategic move. Cheers Mike