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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: jim kelley who wrote (23501)	11/28/1997 8:27:00 PM
From: Meathead	Read Replies (3) of 176387

15% for compaq on it's higher priced deskotps is a little hard to believe. That would be poor indeed.. I think Dell's Optiplex line which accounts for 60% of revenue has 20% - 22% margin... very close to their overall GM. If Compaq's pricing is almost dollar for dollar equivelant to Dell for similar configurations, I would expect Compaq to have slightly higher margins due to their ability to procure parts cheaper and their SMT capabilities. Compaq has been able to reduce the amount of product in the reseller channel to further offset some of the margin pressure they endure due to Dell's ability to instantly drop prices. I can't find really good numbers on Compaq like a breakdown of system percentage (desktop, server, portable) they sell into the different channels. Anybody? MEATHEAD

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