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

To: Mani1 who wrote (152964)	2/3/2000 2:00:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Mani, I think your view is entirely too short-sighted. Let's wait to see what Dell's numbers look like for the quarter (presumably supply-constrained) and compare them to companies that do maintain inventories. TTFN, CTC

To: Mani1 who wrote (152964)	2/3/2000 2:06:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 176387

If I may add my .02 sense on supply chain/just in time delivery and DELL If component manufacturing is behind orders then inventories are probably depleted with every box maker, unless they have large supplies of useless parts that can't be incorporated into good margin products. The fact that components are always on a competitive curve of delivering greater performance per dollar means that tomorrow's price will usually be less for X performance machine. Sometimes.. as recently happened with dram and processors, having a stock of parts is good for business. The marketplace won't pay the xtra scarcity premium for high performance boxes, so they gobble up the old stuff. But this is a glitch.. all the box makers complained Intel hadn't kept up with production needs. You can be sure that won't happen again soon. Current ramping up will probably exceed customer demands a half year down the road. Those best at just in time delivery will have the best products with the best margins. DELL will thrive in that environment, nor will it have an inventory of old 650- 733 mhz processors and out dated ram. Just my opinion.. OEMs and end product manufacturers are rarely in sync.