Compaq Message Board - Msg: 2813773

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Technology Stocks : Compaq

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To: hpeace who wrote (9559)	11/25/1997 11:11:00 AM
From: Mohan Marette	Read Replies (2) of 97611

Top threee PC players in Asia. (source:cnbc) 1.Samsung 2.Compaq 3.Acer Steve: do you know what the % of sales for CPQ in Asia is ?? Michael Dell was saying this morning that he does some 5-6% of business in Asia,but he gets 70% of the parts and material from Asia.So his contention was that even if PC prices will go up in Asia due to currency devaluation,his material and labor cost per unit are going down even faster,giving Dell a net positive results from the Asian problems. I am sure CPQ probably source majority of their material from Asia as well (?)but since CPQ probably has a higher % of sales in Asia,I wonder what the net result will be for CPQ. Any idea Steve??

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