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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (148309)	12/2/1999 12:18:00 AM
From: Mike Van Winkle	Respond to of 176387

rude, from the IBD article Wedneday 12/01/99 "we still build the machine to order." This is not batch manufacturing. David Hood of Dell's Web unit sat down with Investor's Business Daily on Monday to talk about the new machine. IBD: But the Webpc can't be configured beyond the three available models. Isn't that a departure for Dell? Hood: I wouldn't say it's a radical departure. We still build the machines to order. They just aren't configured to order. We found that the customers we are trying to attract were overwhelmed by the choices. Cheers Mike

To: rudedog who wrote (148309)	12/2/1999 1:12:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Dog, I suspect that CPQ is not significantly profitable in the consumer segment. After all, CPQ has 30% marketshare in PC servers and they do make a profit there. I suspect they make a profit on their Tandem servers also. But I do not think they make any significant money on their PC's. Why? Because they have not been making very much money at all for a longtime. In fact, CPQ's consumer business may be subsidized by their server business and not profitable at all. :)