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To: GST who wrote (38664)2/8/1999 12:32:00 AM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
Well GST, your argument seems to say that the reason a low margin commodity player such as Dell suddenly became a high value brand is because Mike "grew up". Plus you are reading way too much into the BTO model. The real value in Dell is not that, it is SCM and jit mfg. I think we are just going to have to agree to disagree.

Michelle