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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jacky AY who wrote (149)	3/15/1998 6:42:00 AM
From: XoFruitCake	Read Replies (2) \| Respond to of 2578

Jackay, I think you hit the head of the nail on the BTO model. BTO is great when the component price is failing rapidly, product with a lot of different configurations, and model changes very rapidly. However, from a production efficiency perspective, I have to believe that producing thousand of same PC would be more cost effective. In the low price PC arena, I don't see the model change a lot and the configuration are not customized. Price is the determining factor in the lower price segment and whoever has the lowest cost (manufacturing, marketing, service combined) would survive and prosperous after the price war. manwah

To: Jacky AY who wrote (149)	3/15/1998 1:02:00 PM
From: Jorge	Read Replies (1) \| Respond to of 2578

Do you know of any TV or VCR that EVER was sold on a BTO basis?.....Apples and Oranges....Different Entirely.....HOW can DELL gain market share?....They seem to be doing it..most recent survey shows DELL sales STRONG through February, as expected and stated by DELL CFO last monday 3-16-98 in CC w/Bear Stern and other analysts....I "don't see how" a rocketship can be built and do all the things that it does....but it does, whether I "see how" or not...Most recent independent survey, just completed, including Feb. sales data, projects DELL to have 50% profit increase on 49% sales increase.....George