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

To: j g cordes who wrote (153679)	2/11/2000 1:11:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

JG Cordes, re:<<I perceive their problem as having made a reasonable comittment to Rambus and Intel, not an error in forecasting.>> How would you classify the y2k issue? I can understand the Rambus and Intel problems...but, how is Dell going to protect themselves from future Intel delivery problems? At least GTW is going to Amd as a second source. Also, why bet a product's future on a new technology such as the Rambus memory. Why didn't Dell have a backup plan in case of failure. Did Dell bill Intel for the rework of all the motherboards? I just think there are many problems in the company that must be addressed. Stock Bull

To: j g cordes who wrote (153679)	2/11/2000 1:43:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

j g cordes "varied supplier flexibility" problem in the real world that when the model places so much pressure on the primary link in the supply chain, any secondary or tertiary link, combined have difficulty in keeping the chain intact. very few suppliers will sit and wait until the primary fails, unless of course you give them a guarantee of payment for a production run, whether or not product is transfered upstream ...this method has the same effect as maintaining inventory...