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Technology Stocks : Dell Technologies Inc.

DELL 119.89

-2.3%

3:46 PM EST

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To: Chuzzlewit who wrote (56823)	8/7/1998 9:00:00 AM
From: WBC	Read Replies (1) of 176387

The BTO/JIT model component sourcing is still strongly based on forecasting and projected quarterly/annual product takes. At the monthly volumes that both Dell & CPQ outsource components, the unit cost differential should be miniscule. As for motherboards and other in-house component manufacturing, rarely have I experienced any in-house component manufacturing division's ability meet the volume scales, quality yields and costs of a lean & mean outsource partner/supplier....it's not their core competency. I really question if CPQ has any COGS advantage over Dell at all.

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