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

To: Lizzie Tudor who wrote (67620)	9/25/1998 5:55:00 PM
From: jhg_in_kc	Read Replies (3) \| Respond to of 176387

Michelle I recieved this post a few days ago> Canyou enlighten us about the software and the threat Shane seems to hint at in his las sentence. thanks jhg To: jhg_in_kc (301 ) From: shane milburn Monday, Sep 21 1998 8:12PM ET Reply # of 373 <OT> 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