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Technology Stocks : Dell Technologies Inc.

DELL 123.98

-3.0%

Jan 5 3:59 PM EST

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To: rudedog who wrote (48338)	6/20/1998 1:28:00 PM
From: Meathead	Read Replies (1) of 176387

Rude, we have covered this but it needs repeating. Yes, you have outlined the approximate gaussian distribution.. 10-80-10. The arguments JP and others make is "that's it". 266 from now until forever 0-100-0 distribution the high-end is toast and anyone playing there is dead because demand is decreasing. Well, as you've outlined, the demand balance has not changed much over the last ten years. What has changed is the technology, absolute costs and volumes. That bell curve just keeps on sliding to the right maintaining its relative shape as old technologies fall off and new ones are added. Surely Gartner does not just equate performance with cpu speed. Can you not configure high-end machines with a 266Mhz cpu? Sure you can so a 266 recommendation only has a loose relationship to ASP impact. The only constant is that 266 based machines have median configurations that place them around the $1500 price point. I wonder what the ASP distribution curve looks like just for 266 desktops? MEATHEAD

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