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

To: Meathead who wrote (161796)	10/5/2000 8:19:49 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 176387

Meathead, AMD has a good product line, just not enough to supply Dell as well as the others who showed good faith by buying AMD early. Now dell cannot get AMD parts if it wanted to as there are not enough to go around, so dell is starved for fast parts. It cannot get either AMD or Intel fast parts. Dell has a sea of slower intel parts....good luck....that act will get real tired by christmas. AMD is expanding chip set offerings through alliances with chip set makers as well as their own chip sets, but the ramp takes time as confidence needs to build at both ends to make it work. No I am afraid dell has made it's own bed and now must lie in it and watch others eat it's share, esp in Europe. Bill

To: Meathead who wrote (161796)	10/6/2000 8:07:53 AM
From: edamo	Respond to of 176387

meathead...intc, amd, et al... appreciate your technical comments on the merits of component selection..... but.... just as al gore did not invent the internet, "mikey" was not responsible for the dell business model... as i have been posting for a very long time is the effect that supply chain dynamic has on the business model, with the magnitude of dell. using the intc components is technically beneficial to dell, but without a second supply channel, then the model becomes totally dependent on the down stream....in essence the tail wags the dog... just look to the east, as far back as the kanban system created by toyota in the early seventies. critical components had multiple supply sources.....and these critical components were all built to the end user specification....this cannot easily be done in the dell model, by your own admission.... so when intc sneezes, dell catches pneumonia..... the market, investors, and even the "nouveau" mba's of the world failed to apply common sense, and considered msd a genius in "creating?" this "perfect" business model... the achilles heel was always present...just took a "stumble", that was supply chain disruption in late 1999.... almost as amazing as the accolades to bezos, for gathering a huge customer base by selling items below cost... reality always sets in after the bubbly wears off....then a "headache" persists.... good luck...ed a.