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

To: Meathead who wrote (161185)	9/28/2000 8:18:51 AM
From: edamo	Read Replies (1) \| Respond to of 176388

meathead...re: "i think what many failed to realize was just how sensitive and vulnerable dell's growth model was to supply constraints" to fail to realize what the achilles heel is in the jit/bto manufacturing model is to believe that dell created same and it was "bullet proof". history has proven the reality of what "many have failed to realize"...just look to the east for the answer....it will also show how price cuts to grow market share can be a disaster...... not many business models can succeed with a price reduction strategy, when they are not in total control of the down stream supply chain.... agree, they won't lose money....perhaps slow growth and lower margins...good for the longevity of "dell the company"....but not so good for "dell the stock" perception, perception, perception...... good luck...ed a.