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


To: Dwight E. Karlsen who wrote (26154)5/14/1998 10:02:00 AM
From: William Hunt  Read Replies (2) | Respond to of 97611
 
DWIGHT--- BOTTOM LINE ISSUE --- DELL has their act together with the BTO system --- their costs are lower and their turns much higher which gives them a much higher ROE on capital . I do not believed they have a better sales force but a sales force that can offer more due to the cost equation

BEST WISHES
BILL

P.S. I hope CPQ can emulate the BTO system for it's core business