Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 131.41

-1.3%

3:19 PM EST

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To: OLDTRADER who wrote (160919)	9/21/2000 5:41:51 PM
From: D.J.Smyth	Read Replies (3) of 176387

OF FRICKING COURSE! Intel's 2% margin difference translates into 5% AVERAGE (it is lower in some cases) lower prices on processors! 5% lower prices on processors translates into 1.5% savings for Dell for ASP! (ASP is actually slightly higher this QTR than last due to distribtion) A 1.5% savings for Dell on ASPs translates into nearly $.02 in earnings! and they drop Dell $4 bucks because it's earning too much money.

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