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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%3:59 PM EST
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To: Don Martini who wrote (56820)8/6/1998 7:00:00 PM
From: Chuzzlewit  Read Replies (3) of 176387
 
Don, I can't answer the question directly, but in judging by CPQ's cogs in periods prior to the last few, it seemed that CPQ had a significant advantage. But CPQ also made some components themselves (motherboards, I believe), and so this would be reflected as a lower cogs because the external manufacturer's profits would be eliminated. Now if you look at your technique in getting good prices you will notice that you placed large orders. This is the advantage that Compaq has since orders are placed on a forecasted basis rather than on a JIT BTO basis.

TTFN,
CTC
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