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Strategies & Market Trends : Sonki's Links List

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To: Sonki who wrote (16)10/30/1997 9:29:00 PM
From: Sonki  Read Replies (1) of 395
 
cpq/dell report NBR
techstocks.com

current trends, including DELL's 2Q ASPs being about flat sequentially and up 4%
year-over-year, helped by 300% y-y growth in the server business. Dell doesn't offer
$1K PCs, as it is avoiding the
first-time-buyer consumer market. It's doubtful that we'd see so much ASP pressure
in the corporate market (70+% of Dell's sales) that Dell couldn't largely offset it with
strong server growth, which continues at triple-digit rates. (Note that the company

nightlybusiness.org
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