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

To: Chuzzlewit who wrote (117067)	4/13/1999 3:24:00 PM
From: David Harker	Read Replies (1) \| Respond to of 176388

>Manufacturing efficiency is the key here. I agree, I thought that was subsumed under my statement (maybe in an earlier post?) that Dell's ROIC is untouchable by the competition. However, IBM's internal approach of chosing to invest, or not invest, in a development group, was what I was trying to outline. >Most companies set up transfer pricing for components >internally produced. I'm aware of that. >It may very well be... What follows that statement is conjecture, like: >The deal isn't between the PC group and the component group, >it's between Gerstner and the PC group. All this is getting a little too far into guesswork for me, I simply wanted to point out that things are much more competitive w/in IBM now, as compared to the past. In IBM's past, there was much less focus on making each unit stand alone financially.