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

To: jbn3 who wrote (26814)	1/2/1998 5:14:00 PM
From: Meathead	Respond to of 176387

3, Exactly right on ALL points! You understand the way smart businesses think and how decisions are made. Others should do the same. MEATHEAD

To: jbn3 who wrote (26814)	1/2/1998 10:10:00 PM
From: hpeace	Respond to of 176387

jbn3, the low cost pc isn't manufactured at cpq. they have it farmed out and that's why the inventory turns are 100x a yr and the margins are higher since cpq helps with logistics and allows that vendor to use cpq's purchasing power. the vendor is also tied together electronically which allow their vendors to recieve edi messages from cpq. the vendor can ship straight to dealer not to cpq and then to dealer. so, when dell does do low cost pc...it's not going to be mfg'ed in their plants. that would be a waste. the reason dell can't do sub zero pc is they can't get any cyrx chips. those are sold out. cpq worked directly with cyrx to invent this chip. cpq sees the future of the low cost pc as more and more of the pc on the chip itself and they are sneaking themselves ahead in this area. it will be a long time before the super loaded pc is on chip, but the low end pc is moving to chip.