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

To: Meathead who wrote (36136)	3/30/1998 7:06:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Hi Meathead, glad to see you back. Jim has been busy promulgating every doom and gloom scenario known to man and beast. I suspect that he's related to Bill Fleckenstein. My take on what's going on is that Dell is playing the tune, and Compaq is forced to pay the piper. Compaq made two tremendous strategic mistakes over the past few quarters and Dell is taking full advantage of them. The first was in the way it implemented it BTO system by insulating itself from demand by having traditional channels. Essentially it required that inventory was built up in anticipation of sales. This system required accurate demand forecasting. The alternative was Dell's JIT model -- a "pull" system that avoids excessive inventory. The second mistake was getting involved in ultra-low profit "sub-zeros". So Dell solidifies and expands its position in the desk-top and server markets using the most current processors while Compaq struggles to reduce its inventories by giving away monitors that nobody wants on machines with antiquated processors. And Dell looks to China for rapid growth opportunities. And during all of this Jim becomes even more bearish (if that's possible) on this company. Regards, Paul

To: Meathead who wrote (36136)	3/30/1998 8:31:00 PM
From: Matthew Leo	Respond to of 176387

REGISTRATIONS ============= Company/Symbol Insider Date Shares ================================================================== Dell Computer (DELL) Kelly, P-VP 3/27 106,292

To: Meathead who wrote (36136)	3/31/1998 10:14:00 AM
From: Jim Patterson	Read Replies (4) \| Respond to of 176387

Meathead, I am not insuating that DELL is "Trying to hide" something. What I am saying is that After reading the Harvard thing from LongOnDell, (Thanks for sending it) I think DELL is doing a lot of things in ways that many investors would be suprised about. The have a small channel that I think very few know about. In the interview, Mikey says they "stear" customers towards products that they have on hand. I read that: we talk customers into buying what we have inventory of. Not exactly the perfect JIT that everyone thinks is 100%. This is the type of thing I am refering to. Also, It is well known, or rather it seems appearant to me, that DELL is managing it's stock price as well as it is managing inventory. Jim