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

To: Chuzzlewit who wrote (152952)	2/3/2000 1:14:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

chuzz.."the supply chain problems will disappear as component manufacturers ramp up production to match demand" this in itself is the proverbial double edge sword that tends to strike near fatal blows in the "perfect model" what must be considered is that the above is beneficial if the end assembler (dell) went thru programmed product changes, with full knowledge of no disruption of the downstream supply chain. in fact in a fast moving world of technology, the product transitions, say in the case of intc must always be flawless, or we will have again what recently transpired..... the bigger and closer to perfection the model gets, then the downstream must also maintain a similar size, focus and perfection.... just a thought, and a look back to history...ed a.

To: Chuzzlewit who wrote (152952)	2/3/2000 1:49:00 PM
From: Mani1	Read Replies (2) \| Respond to of 176387

Re <<because maintaining inventories is the kiss of death>> That is no longer true, at least to the extent that it used to be. And that is exactly my point. For dell, NOT maintaining inventory was "the kiss of death" last quarter. Maybe I should putt it this way, IMO Dell's model is not nearly as advantages when the supply chain is struggling to meet demand. Re << The supply chain problems will disappear as component manufacturers ramp up production to match demand.>> This is complete nonsense. Fab utilization for 0.25 and 0.18 is running at 100% around the globe. The equipment manufacturers have very long lead time for delivery. Where is this extra capacity going to come from? You can't built fabs without equipment. For the past 3 years there has been a major over supply problem in the component market, and that worked right into Dell's strength. That is no longer the case, nor do I expect it to be the case in the near future going forward. I still think Dell is the best boxmaker and a good buy in the mid 30's. Mani