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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (13478)	8/16/2002 10:15:44 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

FYI-Dell- Supply Chain -they took a few slams at companies that are outsourcing their supply chains, calling them "higher cost providers" (its really nice to see a company actually take on these manufacturing challenges, I'm tired of these outsourcing train wrecks) -also they want to trim-again their per-box logistics costs out of the warehouse. I think the number was 18% additional (which seems high, I need to listen again). EMC Partnership- -They are OEM mfg EMC in asia and S america, very cool. Since EMC doesn't have mfg. (are cell phones next?, Dell is the most efficient CM in the world, imo) close rate- EMC, win rate increased q1->q2, new opps growing 15% qtr/over qtr, revenues EMC grow 65% qtr/qtr Other- -unix to Linux conversion is going to rock for dell, they have a new product for the middle tier w/linux+oracle. New hardware, and expensive. -New flat panel monitors coming next week! (I've been waiting for those) -analyst asked firming rfp activity for 03? They denied but probably there is something there, imo