Not sure if this web reprint is an example of China IP protection issues (original article on NYtimes.com requires payment), but this is a fairly in depth look at Dell, it's factories and supply chain. The article touts Dell's ability to keep making PC's in the U.S. (or at least the final configuration and assembly) as a lesson in staying close to your customer (as Toyota would do). But, other elements of the supply chain hold weeks, not hours of inventory, including some hard drive components making multiple trips across the Pacific — not as lean as it could be? (see Fast Company article).
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