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To: rudedog who wrote (46141)	6/3/1998 3:17:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Rudedog, thanks for a very interesting analysis. One point you made that I don't understand is: This [integration of financial and manufacturing functions] has already started to show large benefits in reducing the supply chain risk I don't see any evidence of that. What benefits have you seen? How can you reduce the supply chain risk by holding inventory, apart from the obvious ones of having inventory to act as a buffer against shortages or increasing component prices? In other words, if Compaq's advantage comes from being able to buy at lower prices due to increased buying power isn't this advantage compromised by the necessity to inventory components (so that large POs are put together) when prices are falling and technology is advancing rapidly? I enjoy reading your insightful remarks. Keep sending these great posts! TTFN, CTC