Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Cary Salsberg who wrote (10659)	8/18/2002 1:58:41 PM
From: Lizzie Tudor	of 10921

I just bought a laptop for $1159. I suspect average revenue per unit has a lot more downside. I'm a little confused about that revenue per unit or ASP number myself. Dell commented on strong sales for their EMC line, revenues there are growing 65% qtr/qtr. This doesn't factor into these ASPs, does it? What about the Linux servers which they are ramping with Oracle. Thats the enterprise business. I suspect the ASP number will in fact decline but also become irrelevant as the product mix broadens...? L

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