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

To: Chuzzlewit who wrote (46387)	6/5/1998 12:55:00 PM
From: jbn3	Read Replies (1) \| Respond to of 176387

HepCat, AsI have posted before, I think that the increase in inventory turns and efficiency will be due to the new facilities coming on line. I have not toured the older production facilities, so do not know this for a fact. My conclusion is based on the following: 1. The new METRIC 12 facility, which I and others have toured, does provide Order-to-out-the-door-product within that time frame. 2. I have hearsay evidence that the older facilities (producing servers and notebooks, I think) are not as efficient as the Metric 12. That holds true logically as well. 3. The new facilities being built will logically include all of the newest innovations incorporated in the Metric 12 facility, as well as any new ideas which have arisen since it was built. 4. Austin's new production facility (for servers, I think) is due to come on line this fall. 5. At that time, DELL's turn-around time should dramatically increase. Which would fit nicely with the prediction of 'by the end of the year'. NOTE: there is a fair amount of conjecture in my reasoning, so I may be off base. regards, and still DELLish, 3.

To: Chuzzlewit who wrote (46387)	6/5/1998 1:30:00 PM
From: rudedog	Respond to of 176387

Paul - The ownership transfers as soon as the product leaves Dell - BTW the warranty period starts then also. This is pretty standard practice. Also close control of sub-assembly quality can reduce the burn-in requirements for the completed assembly without affecting out-of-box quality. This amounts to getting the infant mortality hits before the parts go into the box, which is cheaper anyway because then the assembly-disassembly costs of fixing the problem are eliminated. Also Dell can probably push some of the burn-in onto suppliers although I don't know if they do that.