SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Obewon who wrote (14764)1/24/1998 12:00:00 PM
From: hpeace  Read Replies (1) of 97611
 
thread,
cpq contracts are ususally review per qtr.
but, a contract could state a price drop that is planned.
January should review cost.
But, even with contracts in force, many of the vendors would drop cost
then since comaq doesn't single source vendors.
at their volumes they cannot.
so a seagate may have dropped inorder to get some of WDC's share.
Repeatedly, compaq gets better prices becasue of economies of scale.
remember cpq volume is about equal to over twice dll now.
cpq margins bec. ofall the accuals and reserves I talked about won't go to 45%.
maybe close to 30% if cpq gets phenominally lucky
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News