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

To: jbn3 who wrote (67936)	9/28/1998 10:23:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi 3,..Re:<Dell leap puts> General question since you follow leaps. If you bought Leap puts on Dell back around the 1st week in April, what would you expect them to be worth today? I realize they don't decay at the same rate as regular options but I also can't imagine they've held even half the original value. Thanks Lee

To: jbn3 who wrote (67936)	9/28/1998 12:04:00 PM
From: stockman_scott	Respond to of 176387

Thanks jbn3. Great article on Metric 12. More good reasons to buy and hold DELL. Here are a couple of interesting passages from the article on DELL's Metric 12 facility: Dell has tweaked the factory since it was opened in the spring of 1997. Computers used to track the progress of each computer. But Dell caught on that business customers are more interested in tracking their orders made up of several, or even hundreds, of computers..... *KEY STATEMENTS* Maxwell is attempting to extend the efficiency of Metric 12 to the rest of the business -- that means tightening up the sales and order-taking process and paying more attention to the shipping and installation of business computers. Right now, it takes almost a day for Dell to take a business order, check to make sure the precise kinds of machines ordered is technically correct, and to make sure of the payment for the order. Maxwell wants to shorten that part of the cycle. "I have to figure out a way to keep the order moving without stopping," he said. "If I can do that well, I can take a lead time of five days (the time Dell takes to deliver a product after taking an order) to a lead time of three days." "This is an industry where pennies matter," said analyst William Conroy with Sanders Morris Mundy in Houston. "If Maxwell can wring out five bucks (in manufacturing costs) then he's god." ******IMO, this article demonstrates that DELL is working hard to stay ahead of the industry and insure that they are the next DELL!!!! -Scott