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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ming who wrote (1192)7/15/1998 3:17:00 PM
From: Lee  Read Replies (1) | Respond to of 2578
 
Hi Ming,..Re:<<Caterpillar is a good example of how outsourcing improves inventory management, production costs and shareholder relations through higher margins.>>

Somehow I don't think this is the whole story.

techstocks.com

Seems that the effects of management innovation eventually show up in share price and Dell seems to have excelled.

Regards,

Lee



To: Ming who wrote (1192)7/16/1998 11:47:00 AM
From: Bruce L  Read Replies (1) | Respond to of 2578
 
Great postMing. One of the best I've read in some time. It seems inevitable that Dell will eventually fall; the only question is when its competitors will copy its contract manufacturing and marketing techniques.

BTW, why do you feel that Dell will get to 12- -130. Simple momentum?


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