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

To: Jim Patterson who wrote (36926)	4/7/1998 2:23:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Jim, your analysis makes no sense, because you don't have comparable data for Compaq. For example, the actual build time for Dell machines is measured in hours. The remainder has to do with niceties such as burn-in, QA, shipping, etc. Even if CPQ has everything prebuilt except the motherboard and all the cards that fit into it <VBG!>, it still needs to burn in, and test (unless it plans to build total schlock) and ship the machines. Regards, Paul

To: Jim Patterson who wrote (36926)	4/7/1998 3:18:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Jim P., I don't recall an example of where CPQ was able to "hurt" DELL's quarter. I'm not too concerned about the importance of the PC100 in terms of making the quarter anyway. DELL will continue to capitalize on its business model to steal market from CPQ et al, regardless of what happens. Perhaps it was CPQ's "prebuilding" of units that is partially to blame on the current woes there???

To: Jim Patterson who wrote (36926)	4/7/1998 4:09:00 PM
From: Fangorn	Read Replies (4) \| Respond to of 176387

Jim, You are assuming CPQ gets chips before DELL. It ain't so. When INTC introduces a new chip they both get it the same day. Three days later those chips are in the machines going out Dell's door. CPQ may be shipping them that fast too but even if they are they still take weeks to get to the customer opposed to 3 to 5 days for DELL. As for getting paid, in my experience (one for me, three for my friends) Dell gets paid before the order goes to the factory floor, credit card or wire transfer. Dell only owns inventory from the loading dock to the shipping dock, 4 to 7 days. As soon as the machine leaves the factory it belongs to the customer. I don't know how they deal with large customers ie. Ford, Boeing etc. but you blowing smoke with your questions of the day. Why don't you go to Dell's site, do a little research and save us all a lot of aggravation.