computer competitors

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 12, 2025 by Michael Dell · across every show →

Everything said about computer competitors, oldest first

Oct 12, 2025 positive
Assertion Supported
Dell operated on five days of inventory while competitors held ninety days
“They had like, 90 days in their collective supply chain. And we figured out how to have like, five days. I mean, it was crazy. It was like a massive advantage.”
Michael Dell Oct 12, 2025 ▶ 1:03:57 Michael Dell, Dell Technologies | David Senra
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