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

To: stock bull who wrote (78097)	11/11/1998 11:59:00 AM
From: arthur pritchard	Read Replies (1) \| Respond to of 176388

stock bull: your thought aoubt cpq indicates to me you are not reading this thread enough. your thought is way underdeveloped; which confuses me because i have seen many of your other comments.

To: stock bull who wrote (78097)	11/11/1998 12:13:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176388

JIT inventory and direct model manufacturing are different than CPQ's traditional methods. Efficiency (margins) will be compromised when the company 1) tries to operate with two different inventory/manufacturing models, and 2) tries to operate with two different distribution models. The 100% direct model will always be more efficient than the indirect/direct models. Compaq will have to sell-out their indirect distributors, in favor of what would be a rapidly expanding direct model. How well do you think that'll go over? In any event, I'd be shorting CompUSA. Regards, LoD