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

To: jhg_in_kc who wrote (67625)	9/25/1998 6:10:00 PM
From: Lizzie Tudor	Respond to of 176387

jhg, Oh yeah, I remember this and I forgot to reply. Yes I2 is at the core of Dell SCM advantage for sure. Umm, Im not sure I ever said I credit I2 with most of Dells efficiencies. I definitely think it contributed along with the JIT mfg that Dell embraced early on. But, with I2 or any ERP mfg there are 2 parts to the equation, first is just implementing the thing and second is managing your business to take advantage of the power of the software. Dell has done both of these things. At this moment, the other direct pc vendors dont even have I2 in house I believe. Well, I know Apple doesnt, I dont think compaq isa customer (although they have Manu for some logistics but no discrete demand planner I have been told), I dont know about HP or IBM. So Dell is way ahead just in the implementation phase... but beyond that us the business model issue that no one can seem to get right. Every business software implementation seems to have this problem and someone should write a book about it. The key to an SCM implementation, or ERP or whatever is your businesses usage of the technology. For example, I was with one shop where ERP was going in, and that ERP package allowed for multiple shipments and invoices to be processed multiple times during the day. The companies old mfg app was a batch job that only ran at night and created at most one shipment/invoice per day. The customer decided that it was too difficult to change their business to take advantage of the multiple shipment/invoices that ERP provided. Well then what was the point then? That is the problem many will have with SCM, not just putting it in but USING it. Anyway, in brief, I dont know of any Dell competitors that have I2 installed yet (and it takes a year to go in), and even if somebody installs it they have to figure out how to use it. Too late for the competition imo, Dell is too far ahead. BTW there are also a lot of custom pgms that Dell has that augment I2 so to emulate Dell completely you'd have to rewrite all of those too - impossible. Michelle, (long on Dell) I also think Dell is going to KILL the competition with their midrange servers running NT/Sql Server for database apps, its a good thing they have an entire facility to make those things....

To: jhg_in_kc who wrote (67625)	9/25/1998 7:10:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

jhg, this is an example of confusing cause and effect. I2's software is used to implement a plan designed by Dell to minimize the costs of inventory logistics and management. This plan could be manually implemented although not as efficiently or as elegantly. Dell is the innovator, not I2. The plan is the cause! TTFN, CTC