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

To: jim kelley who wrote (1855)	9/6/1998 12:05:00 AM
From: rudedog	Read Replies (1) \| Respond to of 2578

jim - please take the time to respond to what I actually said, as I value your opinions. To claim that CPQ's manufacturing system is more efficient than DELL's is ludicrous at best. I claimed that CPQ's component cost was lower. I believe that overall, Dell's manufacturing system may have a slight edge in a falling component cost market. That's different than what you said. This helps INTC to realistically plan its production and reduces the terrible expenses of starting up and shutting down manufacturing lines abruptly. Intel can't start and stop the lines abruptly, no matter what the expense. That's why a weekly inventory update is not particularly useful. They need a firm 3 month forecast at a minimum. Maybe you should research how much of a blessing Intel thinks Dell represents, don't take my word for it... It is curious that you think that DELL should copy CPQ's inefficient and outdated manufacturing methods It's curious that you think I said that. I said exactly the opposite, Dell's model makes such a statement preposterous. They need to stick to their methods to make their model work. I think the only point we disagree on is Intel's pricing model, so rather than debate it, I would suggest that you get some independent verification for your views, preferably from someone who works in sales at Intel. That should settle the question.