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

To: calgal who wrote (172217)	1/20/2003 2:12:44 PM
From: kemble s. matter	Respond to of 176388

Leigh, Hi!! Thanks Leigh for this link...This is the best article I have ever read concerning DELL... Dell business model turns to muscle as rivals struggle By Kevin Maney USA TODAY Posted 1/20/2003 2:01 AM URL:http://www.usatoday.com/tech/techinvestor/2003-01-19-dell-cover_x.htm RE: Dell monitors those patterns. At a certain point between standardization and commoditization, a technology is ripe for Dell. The incumbents are making 40% or 50% profit margins and are vulnerable to Dell storming in and making a profit on far slimmer margins. Yet there's still plenty of room for Dell to drive out costs by perfecting manufacturing and using its buying power to get cheaper parts. "Our business model excels in that transition," Rollins says. For most of Dell's existence, it has applied that capability to PCs, moving up the chain into higher-priced laptops, workstations and, lately, servers. Now Dell is increasingly moving beyond computers, like when Wal-Mart moved beyond its traditional base of rural stores and applied its model to urban areas. Over the past couple of years, Dell has thrown new kinds of products in the hopper: switches, network storage machines, handheld computers and, most recently, printers. Last week, Dell said it will build electronic cash registers for retailers. Dell sees few boundaries on its growth. As long as new technologies get invented — by someone other than Dell — a stream of tech products will flow down that curve to where Dell can jump in. "We've got more opportunity than we know what to do with," Michael Dell says. "We can't take on too many of these at one time." Ohhhhhhhhh, baby!!! RE: Inside Dell, the company has spent the past couple of years honing the skills, processes and culture that make Dell tick. Kevin Rollins, who runs Dell side-by-side with Michael Dell, calls the quest The Soul of Dell. "It's not just about how much bigger we can get and how much more money we can make," says Rollins, "but about how we can make it sustainable." :o) Thanks again Leigh...Someone should send this to the idiot at JPMorgan... Best, Kemble