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

To: The Phoenix who wrote (1779)	9/1/1998 6:41:00 PM
From: divvie	Read Replies (1) \| Respond to of 2578

Gary, maybe the replies were valid. In your opinion they were not, but the way you dismissed them came across a little less than polite. You even made a joke about someone (who had been extremely polite to you) who thought they had made a valid post that you had missed, with a disparaging remark about their delivery. The JIT reasoning was not backed up with facts until Michelle came in. The reseller argument (IBM and CPQ have had publicized problems with BTO as the resellers have complained - meaning completely replicating the DELL model is difficult for them as they cannot ditch their resellers). Someone said if it was so easy to replicate then why haven't the other companies done it? This was not a dig at the stupidity of the other companies (as you implied) but you replied with sarcasm about how all the geniuses on the DELL thread should just go ahead and do it. The patent reply was to about a specific post regarding DELL as just a box maker not a proof that they were unstoppable. These were genuine attempts by people to try and explain their favorite stock. That they did not reply in the same detailed manner as Michelle did seems to have not lived up to your standards and your first replies showed this obvious disdain. Perhaps you could answer about CSCO a similar question that you asked about DELL. What advantage does CSCO have over other Hub/Router/Switch makers that cannot be easily replicated? Especially as there are other companies that are ahead in the Gigabit ethernet sector for example. I am interested to see what kind of response that you would have liked as I will assume that your response will be reflective of the kind of response that you see as satisfactory. People have defended you saying that it would be a shame to lose your prescient views, but you could have come across as a little less disdainful and dismissive. You could simply have said I disagree. Finally, I believe that I was the only one to question your background. I did genuinely want to know if your background was in NT and networking as I thought this would explain your surprise at the complexity of ERP system implementations. If you feel that you can tell me I would appreciate it. I don't mind telling any one my background. In fact I do intend to fill my profile details in some time soon. I will visit the CSCO thread also as I do believe your supporters. I just think you may have come off a bit too strong initially and it just snowballed.

To: The Phoenix who wrote (1779)	9/2/1998 12:12:00 AM
From: lib	Read Replies (1) \| Respond to of 2578

Gary; I'd like to add an eleventh answer as to why DELL is unstoppable, and that has much to do with inventory control. A relative works for the company and states that inventory turn over is no more than a few weeks, meaning that they don't have to sit on components which are constantly being repriced in a downwards cycle as newer tech. hits the marketplace. Margins therefore remain consistent with 1) public consumption 2) newer and older tech. Not sure if this argument was brought forth to you before, and to be honest with you, I not sure why other co.'s are not duplicating Dell's inventory model. And yes, refraining from providing actual logistics, this is a very simple reason I have provided.