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

To: Lizzie Tudor who wrote (66536)	9/22/1998 10:05:00 AM
From: jhg_in_kc	Respond to of 176387

RE: SOFTWARE BEHIND DELL'S EFFICIENCIES Michelle, this was posted to me on the BRKA thread. Any information/insights you can tell the Dell thread and assess the threat the poster alludes to in his last sentence? Thanks jhg To: jhg_in_kc (301 ) From: shane milburn Monday, Sep 21 1998 8:12PM ET Reply # of 304 Regarding Dell I'm not invested in Dell, but some would argue that i2 corp (ITWO), the company behind Dell's supply chain management software, is a major factor in Dell's success. If you are not aware of ITWO I refer you to the ITWO thread here on SI. One of the posters on the thread, Michelle Harris, worked on the i2 implementation at Dell and credits the software with much of Dell's remarkable efficiency versus the competition. I think one thing to consider is that _if_ i2's supply chain software is behind Dell's current strong performance, then competitive adoption of similar software to streamline inventories and maximize return on capital will eventually eat away at Dell's advantage. Shane