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

To: Jim Patterson who wrote (50650)	7/10/1998 3:04:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

On circular logic and pointless debates. Jim: If one were to follow your line of thinking one can safely apply your contentions to pretty much any damn company the point of which eludes me to my dismay.

To: Jim Patterson who wrote (50650)	7/10/1998 4:56:00 PM
From: Jim Patterson	Read Replies (4) \| Respond to of 176387

I guess since I have failed to be accurate so far, no one thinks that I could come up with a viable posibality going forward. What really stinks, is I am dying to share a new theoritical future with the thread, but due to lack of interest I will keep it to myself. Jim

To: Jim Patterson who wrote (50650)	7/13/1998 2:11:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

JP, >>> Once the End PC markets start to stregnthen, DELL JIT model will be their ultimate demise. <<< Interesting concept! By the End PC, I assume that you are referring to the idea that it would be 'quicker' to buy a computer 'off the shelf' that to order one from DELL. (Have I got the scenario correct here?) On that premise, in order for that to work successfully, the PC market would have to reach the 'optimum' plateau, where a 'standard' configuration could be 'forecast' and shipped to the stores via some sort of 'channel' arrangement. (So far so good) Now with the BTO-JIT model, if the 'standard' configuration was 'frozen', just how fast could DELL 'fill (plug)' a channel? Well, the faster the better, since the Cash Conversion Cycle for DELL is some kind of fantastic, I believe that DELL could fill the 'orders' to channel stuff as fast as his suppliers could deliver the required parts. Since DELL is in communication with his suppliers via the Internet every couple of hours, the 'gear up' would be within a matter of 'hours' not 'days' or 'weeks'! IT IS THE MODEL that can handle any scenario! I can just see Intel in 'tears' as DELL places that order for 10 million Intel boards with the 'xyz' chip set and 'qrp' processor! Don't forget HP and the 10 million 'hpz' printers! These boys be crying all the way to the bank! And that little CCC glitch where DELL gets the interest on the $$$ between 'ship' and 'pay'. Ah yes! My only question is whether DELL could find a way to fill the 10 million order, and continue to fill the 'custom' orders that are now being done? Whoops, I forgot, this is M.S.DELL we are talking about here! He'll have a plan in - oh, say - 10 minutes! Regards, Ken