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Politics : Ask Michael Burke

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To: valueminded who wrote (69254)	10/19/1999 9:06:00 AM
From: Don Lloyd	Read Replies (1) of 132070

Chris - (...Something seems screwwy. How can 1 week of 12 memory price miscalculation (if you believe that memory chips are the only reason for the earnings miss) result in a 10% drop in earnings. It would seem apparent to even the bluntest pencil that something else is going on here. I mean memory makes up what maybe 5-10% of the sale price of a dell computer & we all know that dell has one of the highest gross margins (20+%) and one of the highest average sales prices (~$2000) in the industry, so what gives here ?...) The 5% to 10% number for memory probably no longer holds. While I could look back and find sub $100 prices for 128M of DRAM in old ads, I snapped up a rebate offer for about $230 net a week ago, with quotes well above $300. Regards, Don

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