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

To: stock bull who wrote (107183)	3/4/1999 3:49:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

I don't think giving away the BTO processes They traded patent rights, it's not like they gave away secrets, IBM can read the patents and probably has. TP

To: stock bull who wrote (107183)	3/4/1999 3:59:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

bto...is not and never was proprietary...to make a comment about giving away a "process", perhaps shows a lack of understanding on the analyst part....bto it is no different than the twenty year old j-i-t....it's not intellectual property, its manufacturing or in dells case, assembly technique...if ibm had flexibility they with their industrial, manufacturing engineers and inventory specialists could have implemented an identical bto process...bto doesn't change a bit how an item is assembled..it's the downstream supply of parts, with no inventory that makes it extremely profitable and efficient...it's a cultural way of doing things..the point i was trying to make about ibm and "white shirts" was its rigidity...dell grew from day one with bto...for ibm, cpq, or hp to emulate with the same efficiency is highly improbable...no secrets in build to order or just in time inventory control...easier to do something successfully if you've never done it any other way.....give it some thought..this is dell's opportunity...ed a.