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

To: Bilow who wrote (2000)	10/1/1998 3:39:00 PM
From: WBC	Respond to of 2578

On a theoretical level, I might agree with some of your stated advantages of vertical integration, however, in practice, seldom have I experienced a vertically integrated organization that is able to maintain focus, response and excellence over many sub-product lines simultaneously. They tend to be less market driven; they overextend a product like cycle; they are less innovative, lack capacity for un-forecasted demand. Dell's approach is to focus on strong, responsive partnerships with sub-contractors like you outline in point (2) that enables them to lead the market in points (1) & (3). This way, they do not suffer from the NIH factor and allows flexibility unequalled in vertically integrated operations.