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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 Patterson who wrote (25736)	12/19/1997 11:20:00 AM
From: hpeace	Read Replies (1) of 176387

jim, what makes your analysis incorrect is that the top 4 pc mfg'ers are gettting more market share than the others. the pc growth for 1998 is going to be 14-15%. now you say, "we all know that asia growth is 6-12%... korean and japan are the countries effected. australia is in the numbers for the 6-12%.. they aren't tanking. so is india and china, and they are going... I will find all the research and then from the research you'll have facts to use. as far as ASP's....I was in this game from the beginning....when we use to sell high end pcs for 8k and in japan they paid 30k for a pc. so, why aren't compaq and dell broke selling pcs for 1500 now. Please research gross margins. dell is rising although slower than cpq's. cpq's gross margins are 27.4 and dell sare 22.5 and those numbers have been going up... why is that. well, a pc is 92-94% purchase parts. if currency rates weaken against the $ then you buy parts for 50% cheaper or 40% cheaper. Since a pc is almost all purchase parts... you margins are higher and your profit is more. Not trying to pick on you....but just how long have you been analizing cost in pc industry... I've done it from the inside of the companies since 1983 and even wrote the computer systems to do it for finance and accounting at cpq. I see dell's growth at a minimum of 35-40% and cpq's at maybe 40%.. these numbers are on the low end.... dell's could be higher if they get lower cost. question what is the growth of cpq and dell and hp right now with 3q results and what does the research say about october ,novemeber, december???? Lastly, their is no asp problem. start from 1982 and track asp and you see that it is shrinking less and less every qtr on a $ basis. please print out all these and study them and then figure out what the real issue is... print them out and study. exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com

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