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To: hpeace who wrote (24435)	11/24/1997 7:27:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

Steve, << Plus their low cost pc sub 800 is from Taiwan and is assy'ed in USA. But, the motherbd is made there. The boards in a pc are a significant part of cost. >> I am sure CPQ would like you to believe this, but their boards IMO are't worth more than $60 -80 so it is far from significant in cost. But I really shouldn't debate with you on material costs because Michael Dell was just on CNN moneyline and pretty much saying the same things you were saying. But he is a CEO and you expect him to say these things...but then again you may be a CEO also...or at least should be.<g> But I was talking about the finished products in asia competing with the finished products sold here...especially those low cost PCs which the asians will be dumping in our market. That is where CPQ and DELL will meet resistance. DavidG