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

To: jim kelley who wrote (58429)	8/15/1998 2:39:00 PM
From: Sig	Respond to of 176387

The annual inspection of the Dell ship has just been completed by a team led by Secretary Kemble S Matter( there's that name again)gg The entire ship's history from 1986 on was perused. Officers qualifications were read avidly and found to be spotless. The manifest was verified, compasses checked,. engines tested, crew morale is high. Several officers once served on board the ill-fated Compaq , some on the schooner Bain and one on the motorsailor, Motorola. (or BIG MO). The ships log is complete from time of launch in 1986 and shows visits to 33 foreign countries as far back as 1987. The cargo holds are filled with prepaid goods, so the next voyage will be made as swiftly as possible, and upon delivery orders will be taken for the many improved products being built in new Dell factories around the world. Passengers (many now rich) who held shares in the ship's past voyages and profited mightily are traveling first class, but all cabins cost the same low price of $106, each with a chance to participate in any profits. The final report reads " Inspected Ship, Approved same, everything is Hunky Dory" Signed KSM, Chief inspector PS. The harbor is blanketed by heavy fog rolling in from Asia and a Russian sub was spotted lurking nearby, so there may be slight delay in getting underway, but several parties are already starting on the promenade deck. SES

To: jim kelley who wrote (58429)	8/15/1998 3:40:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - You're drawing a lot of conclusions here. The article does not say 'The article posted on the CPQ thread states that the low end consumer Presarios are manufactured by the Taiwanese' - it makes a general statement: 'Compaq, which outsources manufacturing to Taiwan and has streamlined distribution'. Those two sentences don't say the same thing. We know that laptops and some subassemblies are made in Taiwan so the article is technically correct but could be used to support your view or mine. I think you are stretching pretty hard on this one. BTW the article also supports my contention that the consumer line has 20% margins...

To: jim kelley who wrote (58429)	8/15/1998 7:57:00 PM
From: Don Martini	Respond to of 176387

Right, Jim Kelley! Here's how CPQ can turn inventory 100 times/year: Monday Morning: A truckload, container, whatever, of sub-1Ks arrives from the Houston docks. I once worked down there. Monday PM & Tuesday: Last weeks orders are filled with the new arrivals. Boxes have shipping labels/stencils affixed and Adios! No machines are tested. Wednesday AM: Another load arrives Thursday & Friday: Ditto Tuesday! By; scheduling arrivals on a daily basis they can turn inventory 250 times/year, really whip Dell, with no increase in sales! In Alberquerque recently I used the hotel's cheapo presario black box to rush out some correspondence. Stone age experience, never again! Regards, Jim Don