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

To: Chuzzlewit who wrote (31018)	2/25/1998 12:53:00 AM
From: Mr. Miller	Respond to of 176387

Paul. you are absolutely right about poor inventory management relative to DELL. I believe GTW is currently at turnover of 18 days compared to DELL's 7. They have not really updated the process over the past few years, but maybe the new guy can offer his advice from experience with AT&T on how to continue thriving and improving as well as use his connections for extension of their exposure. His value is unknown at this time, but his success preceeds him. Even without him, GTW may still have been able to move forward at a faster % rate than DELL will be able to do relative to market cap size. But they needed to fill that management position, and I think it wasn't too shabby. Thanks, Miller