Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (22548)	2/13/1999 3:21:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 77397

To me, DELL sells computers and servers but it is more of a Logistics and Inventory wizard than anything. Two companies come to my mind as far as dominance in this area. Walmart and DELL. Go to the library and check out this article in HBR that I mentioned on the DELL thread in '98. Message 4388915 also check out a recent article in BW either for free at the library or on the web if care to pay to go through their archive: Business Week: April 7, 1997 Department: Information Processing: COMPUTERS Headline: MICHAEL DELL: WHIRLWIND ON THE WEB Deck: Computer maker Dell is showing the world how to run a business in the Cyber Age Byline: By Gary McWilliams in Round Rock, Tex. Bottom line: To this day most people even those that own DELL don't understand what its true advantages are I'm not trying to start a Holy War either but when people post purporting to understand what DELL does and don't even mention things like logistics, supply chain, holding cost/channel, velocity management, inventory turns and so forth and so on. Things which are integral ingredients of what DELL does and actually provides them with a competive advantage over the HP and CPQ and IBM's of the world. Thus, I hope you can better understand why I said “But then again, how can you understand what you don't know” Regards,