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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (5321)	1/24/1999 12:11:00 AM
From: Stitch	Read Replies (2) \| Respond to of 9256

Yogi; <<Seriously, I'd appreciate a quick summary of the differences in the SEG and Qntm business models as you see them. I think I know where you are coming from but want to make sure I'm not playing a deep left field on a weak hitter.>> Sheee-iit Yogi, I am still trying to digest this one: Message 7446118 Kam says just a coincident indicator. I was thinking that, with the JIT/BTO model that all the PC biggies have gone or are going to, that one way to measure how well our group is doing in terms of adapting to that model would be # of turns. If they are doing it right then it is bound to go up right? Smaller inventory, higher number of turns seems one measure of ops management effectiveness. SEG, for example is pretty focused on supply chain management again. (This idea would run up and down the supply chain, if valid I would guess, perhaps in some ways even for cap equip suppliers.) Kam says it is just coincident. I am trying to figure out what that means. I think maybe he is saying that there are so many ways to account for inventory, or juggle inventory, that it is a misleading number. I dunno. As to model difference between SEG and QNTM I was actually just conjecturing that SEG might be able to turn on a dime faster then QNTM because of commitments QNTM must make to MKE. <<I take it you are stating that SEG is improving on time-to-market or am I misinterpreting your Greenspanspeak?>> Nope, sorry, I didn't say it well. To me time-to-market is a phrase that has come to mean product development and introduction. I was referring specifically to the DD company's respective abilities to respond to precipitous orders. P.S. You are right. This farm boy is a long long way away from his roots. Sorry for the Greenspan speak. Had not intended to sound pedantic.<G> Best, Stitch