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

To: jim kelley who wrote (19951)	10/30/1997 2:42:00 PM
From: Meathead	Respond to of 176387

Jim, Yeah, I figrue a lot of folks have. MEATHEAD

To: jim kelley who wrote (19951)	10/30/1997 2:44:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Jim, that makes three of us! Earlier, you posted some observations regarding CPQ's quarterly report. I've lost the link, so forgive me if I'm repeating some of what you said. Compaq reported unit growth of 56% and revenue growth of 31% compared to the same quarter a year ago. Presumably, the much faster growth in unit sales compared to revenue indicates a significant shift in the product mix toward lower end machines. What I find interesting is that the COGS as a percent of revenues decreased from 74.7% to 72.6%. Given the general presumption that the cheaper machines have less margin, this leads me to believe that there is no real pricing pressure that I can discern. What are your thoughts? Regards, Paul