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

To: rudedog who wrote (127856)	5/22/1999 2:54:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

rude, thanks as always...re msd and z appreciate your comments, i am extremely familiar with japanese manufacturing as i have partnered with the majority of the heavy industries since the late seventies. you point out something that even today, most americans fail to understand, and that is the lack of high tech in the japanese manufacturing of the eighties. the key to the high productivity, was as dell does, not just jit with components, but jit with sub assemblies, the factory in essence, be it auto, ships, electronics, was merely putting together a series of pre tested sub assemblies...this method blended with demming standards of quality control produce an almost zero defect finished product. why i threw this out, is because many, including harvard business school see msd as "genius", in the sense that he conceived the ideas in his book, as it is written with little reference to that which preceeds him by twenty years....the "genius" not in the concept but the adaptation and execution of something "foreign" i have been critical recently of dell management, not in the sense of the core business, which at the moment is superb, but solely due to my intimacy with what was called "z", to me it's "direct from japan, with help from the usa of the 1950's"....i'm sensing a break from the pattern. dell has been silent, the model calls for minimum 3-5 year business plans, ibm, hwp, plan or no plan are speaking of the millennium....why not dell, build a plant in nashville.., no big pr releases, when was the last "big news" from dell...the ibm vendor agreement? keep in mind dell/z...culture, virtue, trust,...this works exponentially as long as it exists in a vacuum of a good economy..japan had life long job promise for all workers, until an economic downturn........look at the state of japan industry now..."z" has been proven that it's power diminishes when companies are forced to reduce the work force, which harms the "culture"....this is the first cycle for theory "z"...i'm curious if it can recover unscathed...so what if dell is eventually forced to "lay off" due to economic hard times? what of virtue, trust, culture...it cannot transcend survival of the corporate entity...meanwhile the american slice and dice method of "hard ball" management, ala gerstner, dunlap, and armstrong, and let us not forget welch of ge...improve bottom line at the expense of the employee.........two distinct models, one proven the other,not yet seen if it can be viable at this point in time....