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

To: Sig who wrote (20938)	11/9/1997 10:47:00 AM
From: Venkie	Read Replies (3) \| Respond to of 176387

Maxtor-dd Is this a privately owned company because its no where to be found in SI. Steve: You dissed us on the Dell tour when you were a no-show. We dont have to all be exsperts on this thread. Why cant we be just simple investors trying to prepare for retirement someday. Sig is one of the most beautiful people I've ever met and I would personally be grateful if you would show him the respect that he deserves. Dell is growing faster than we have been aware of and if this crazy market will settle down then we can go back to our early retirement plans. As its going now.....I may have to get a second job or sell my Harley to buy more dell if it dips more. I guess Hank was a happy camper last week and I'm happy for him. Since the tour...I'm more intrested about this time next year with my dell stock.Growth is the important issue with Dell and that looks VERY GOOD.I have a fair position in cpq and I've had some thoughys of moving it to dell but I need to really try to do all the research on cpq that I can before I make that decision. Right now< I'm trying to sit still and not get burnt in the process. I do know that I want to increase my gransons position in spaz if it dips. Hang sang is an important factor for me tonite and I'm gonna gather all the news I can. I need to get filled in on the Madman today also..Iraq

To: Sig who wrote (20938)	11/9/1997 3:46:00 PM
From: hpeace	Read Replies (3) \| Respond to of 176387

sig, in the past I've owned as much as 20000 of dell. I got caught in this last cpq and dell run up. I want put any more in pc mfg'er and I can't sell cpq since I would send too much to gov't. They are in trust but not taxed sheltered. dell is great compnay although like I said..they better get moving or a 30%+ pullback is coming. I've outlined many times what they need to do. in the pc industry you can't sit back. You contantly have to put everything back on the table or you fall back. dell needs to start electronic supply chain management with extranets and internet-edi, they need to revive their world wide ERP program and don't make it SAP that CPQ selected. They need the ERp to re-engineer the 5 basic processes of a pc mfg'er. They need to start a program that moves to low cost retail. They have missed the retail window now..they can't start this til 2q or 3q of 1998 now becasue they need low cost chips for that. cyrx is way ahead of intel on low cost chips. anyway, I'll answer the question on JIT defitition since I helped change the defintion of JIT starting in the 70's and moving to the 80's. JIT use to be approached as a inventory redcution program. it failed in USA as a inventory program. Simply put JIT is a cycle time and cost redcution of processes. That's is..even cycle time redcution is accepted. Most knowledgeable consultants now recognize this definition. Oliver Wigt and Goddard use to describe it as cut your lead time on a process in half and see if you can keep cost falling instead of raising them. If cost went up, then back off some. After you had cut cycle time in half and cost decreased then cut it in half again and ask yourself the same questions. So, the key is to take processes and drastically redcue the cost and cycle times. Now, doing this on mfg'ing floor has benfits but you have labor there that isn't going to save you allot. So, tangling the office/business processes and JIT'ing them is also acceptable at the same time you have cycle time redcution programs on factory floor. Like dropping set up times from hours to seconds. This happenes all the time in jit programs..hours to seconds. With ELM I dropped the mrp regeneration times from 3 hrs to 10 seconds in 1989. Most compnaies would have loved to regen'ed mrp in 3 hrs...it wasn't good enough for me..I knew we needed seconds. It's another story for why mrp needs to happen in 10-90 seconds. what dell has done is set up stocking programs that put inventory in vendor's warehouses and they pull from them..that's not JIT. By the way, vendor charges them to do this. they pay more for mat'ls. By approaching jit as a cycle time redcution program across the compnay then sooner or later you get inventory jit. but, you need to select vendors that are JIT also or they just throw the cost to you. The above use to be a real shocker when I gave presentations on it 15 yrs ago... not any more. it's the accepted party line on jit now. then there is jitii which allows the vendor better inforamtion so he can redcue cost and cycle times. In jitii the vendor will and might be onsite and he works the mrp planning and actions to make sure the right amt of inventory is on hand when you need it. another way the vendor might get the info is through an extranet.