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

To: Meathead who wrote (162108)10/13/2000 8:19:16 PM
From: D. Swiss  Read Replies (1) | Respond to of 176387
 
MEATHEAD,
Re: "23% gross margins are good but still very PC like. It
could be that true PC margins are much lower and their
other high margin businesses bring the average way up.
But that still does not explain why COGS is keeping up with revenue."

I suspect you are correct! If they are matching Dells prices on the boxes and making up for it on higher margin non-box revenue. This is their stated strategy, if you listen to the call.

:o)

Drew


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