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Technology Stocks : Dell Technologies Inc.

DELL 117.24

-1.6%

2:21 PM EST

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To: Eric S. who wrote (26243)	12/23/1997 4:41:00 PM
From: Meathead	Read Replies (1) of 176388

ASP should be relatively flat this quarter and margins should be stable to up as COGS goes down. Longer term the continued trend of lower ASP's will continue. IDC expects that todays average ASP (all form factors) of $2215 will decline to $1995 by 2001. I expect it to decline a little further and faster than that... say ~$1900 by 2001. Today, Dell's ASP is $2650... I look for that to decline to $2100 - $2200 by 2001. The real key is server and workstation growth. Should they do exceptionally well here, Dell's ASP's could be essentially unchanged in 2001. In 1998, IDC expects sub-zeros to come in at around $500-$700 and for the average Desktop ASP to be $1843. What does this tell us? MEATHEAD

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