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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (83789)	7/26/2000 4:11:24 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

NW - both GTW and DELL can do this - they don't "take delivery" of parts until they take them off the truck - they charge the customer's credit card less than a day later when the product ships, and they have not yet even started the clock on paying the parts invoice. CPQ is, and should be, much more concerned about avoiding component shortages for their high margin products. Also, long assembly and delivery cycles are a part of the high end which is more than 50% of CPQ's business. It os only 18% of DELLs - and most of DELL's is small servers which are much like PCs in their assembly dynamics. GTW has almost no high end business.