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Technology Stocks : Ascend Communications (ASND)
ASND 206.52-1.2%Nov 25 3:59 PM EST
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To: Joseph Pareti who wrote (24831)11/27/1997 8:38:00 AM
From: Sector Investor  Read Replies (1) of 61433
 
<<(On the other hand Michael Dell apparently stressed the lower costs of
components, such as DRAMS more than offset the price decline of finished goods )>>

Re: Asia, Michael Dell, in his CNBC interview stressed lower labor costs
on 70% of his product components vs only 7% sales of finished goods
back to Asia. This was in response to a negatively phrased question
from Haynes about how much the Asian crisis would hurt Dell's sales.

Asia is not about to stop investing in a high-tech infrastructure
as that is their main hope for the future. Internet and
telecommunications sales will continue, IMO.
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