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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: jim kelley who wrote (19965)10/30/1997 3:17:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Jim, may I take it that you agree with me that there is no evidence yet of a pricing war (insofar as Dell's product mix is concerned)? Also, unless I got my numbers backwards (always a possibility), I show a small increase in Compaq's COGS (about 2%). Finally, if CPQ is going to slug it out with HP and Packard Bell for the low end of the market isn't it reasonable to believe that CPQ's ASP will decrease (I assume that cheap PC's will represent a substantial per cent of units sold)?
Regards,

Paul
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