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To: jim kelley who wrote (25812)1/5/2000 4:43:00 PM
From: Charles Tutt  Respond to of 64865
 
Don't kid yourself. Dell's JIT business model means it'll be among the worst hit by any increase in component price. It's great as component prices decrease, but there's little or no inventory to cushion a spike up. And watch out if there's ever a component shortage due to strikes, etc. (I think the automakers have encountered that lesson).

JMHO.