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Technology Stocks : Apple Inc.
AAPL 278.79-0.7%Dec 5 9:30 AM EST
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To: rhet0ric who wrote (11321)4/15/1998 3:12:00 PM
From: X-Ray Man  Read Replies (1) of 213173
 
I would like to offer another scenario to the GVIL situation.
I think the recent story and perhaps even the decision to dump
the business are a result in a way of Apple's decision to go
to build to order. I know this is contrary to the expectations
of many GVIL bulls in the past, who assumed that having GVIL
products on the build to order list would increase sales. But
if GVIL was making a significant part of its revenue stream from
bundles with Apple, then the build to order not only allowed people
to order GVIL modems, but it also would allow them to decide not
to include them in a typical bundle. I know many who specifically
didn't find certain bundles attractive because it came with a modem
they didn't necessarily want.
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