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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: larry who wrote (11463)	7/14/1998 9:48:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 18691

Using this gap up and rally today to lighten up on some of my DELL a bit at a time.

To: larry who wrote (11463)	7/14/1998 1:24:00 PM
From: BelowTheCrowd	Respond to of 18691

> They have a top management team and the best business model available. The former is absolute true. But their focus has been on utilizing supply-chain management to the extreme, enabling quick response, allowing minimal inventories, and generally contributing to profits. They have a specific business model which works and which nobody else has been able to duplicate. > . Their other business practice will also pick up in the near future. What other business practice? The cornerstone of their success has been that they are extremely lean, with minimal overhead for support, services or anything else. There is no indication that they are at all qualified to transition to doing anything else. mg