Patrick, true, but haven't price cuts been deeper this quarter? Also, does anyone out there know who supplies the high end drives for DELL's servers? If it's SEG we better watch out! :o)
From what I've heard, though, notebook sales have been very strong lately. I would also like to believe that DELL will benefit more from recent surge of orders, especially in the strengthening Europe, due to their quarter ending one month later..... Also, next quarter, typically very strong for DELL anyway, should be even better resulting from Intel's price cuts.
Thinking about it, your call of $80-100 doesn't seem so crazy anymore!
See you around,
Brian |
