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Technology Stocks : Dell Technologies Inc.

DELL 134.69

+6.9%

1:00 PM EST

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To: Boplicity who wrote (34687)	3/17/1998 2:33:00 PM
From: XoFruitCake	Read Replies (1) of 176387

Greg, what is your take on the overall revenue and unit growth for PC in US this year? My comment is based on reports that the unit growth is projected to be in the 10-15% this year and my guess that with the recent price cut the ASP should go down 10-15% if not more YTY. Hence we will have a flat to slightly lower revenue this year for the entire industry. Since my position on Dell and CPQ are entirely based on my perception of the industry dynamics and PC supply and demand, I would greatly appreciate any thoughts that you can share with me. mw

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