Re: Confirmed sellers of the 15C LE? Message #10 Posted by Eric Smith on 31 Aug 2011, 3:02 a.m., in response to message #8 by Katie Wasserman
I don't believe any of the BoM cost figures in any of the published tear downs. The analysts don't seem to have realistic estimates for the costs of components in the volumes in which consumer goods are actually manufactured. Those component prices may be the published prices from the component vendors, but large customers such as HP, Apple, Dell, etc. negotiate much better deals.
Imagine if automobile magazines tried to estimate the cost to GM of manufacturing a new Corvette based on parts prices from AC Delco. They would conclude that a Corvette costs GM $500,000 to manufacture.
That said, I also do expect that HP was losing money at the $99 price point. I just don't believe that the loss was anywhere near $206/unit.
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