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: Chuzzlewit who wrote (31653)8/27/1998 1:53:00 AM
From: rudedog  Read Replies (1) of 97611
 
Chuz -
Hmmm, I think we need to talk about this a LOT more, it's still moving....

But let's address another issue. If CPQ gets 9% better cost on average, as I believe they do, then CPQ is still 2 points ahead of Dell even with their sorry inventory management. Dell's model has the disadvantage that it does not generate the lowest component costs - those vendors don't carry the parts for free, you pays me now or you pays me later... So I would still claim Drew's point is not solidly grounded.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News