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Technology Stocks : Compaq
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To: PCSS who wrote (87131)11/28/2000 1:02:59 PM
From: profile_14  Read Replies (1) of 97611
 
Michael, it means the problem has been on the supply side with lack of component availability and not on the demand side. Moreover, it means that they might be purchasing components for less than originally expected, IMO, therefore making bigger contribution margins.
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