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Technology Stocks : DELL Bear Thread

DELL 133.78

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Nov 14 9:30 AM EST

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To: Satellite Mike who wrote (174)	3/16/1998 8:59:00 AM
From: Jason W. France	Read Replies (1) of 2578

Michael Actually what I said was that according to Dell PR info only 10% of their sales are to consumers. What their CFO stated on their Q4 conf call was that of those 10% sales to to consumers they are focusing on the second time buyers not the sub 1K first time buyer. this was evident as the CFO stated that their ASPs remained at ~$2500 in Q4 for that market segment Jason

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