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

To: stockman_scott who wrote (105450)	2/26/1999 4:32:00 PM
From: Frank E W	Respond to of 176387

I agree Scott... I was lucky enough to sit in on a confrence call with MD a few months back and he basically said is supliers love his direct model because it creates a constant flow of orders and they can keep their lines going and reduce their own inventory. Im sure those suplyers will be loyal to DELL first. Frank

To: stockman_scott who wrote (105450)	2/26/1999 4:35:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Scott, good points, but Compaq is still a larger customer than Dell for Intel..(even with AMD sales) Dell gets major brownie pts. with Intel with its fierce loyalty, however, and this is not pocket change either...it is significant...

To: stockman_scott who wrote (105450)	2/26/1999 4:50:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

harvard case on dell virtual integration model... please lets give credit where credit is due....kudos to msd and what harvard makes a case for...but msd is only using a j-i-t (just in time) vendor supply model that the japanese have been using for twenty years...msd smart enough to copy from a very efficient system, that was created out of necessity by the japanese heavy industries... we all benefit from msd vision to apply it to an industry before everyone else...it is not proprietary, but requires a total committment of the whole business model...something which compaq, gateway, hp, ibm are not willing to do...the bible of manufacturing efficiency is written in japanese...but the seed came from demming in the post war era...a simple but misunderstood concept...