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Technology Stocks : Dell Technologies Inc.
DELL 119.15+5.2%11:09 AM EST
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To: SecularBull who wrote (35395)3/30/1998 12:03:00 PM
From: Jim Patterson  Read Replies (1) of 176387
 
LONGonDELL,
Looks like our debate has been answered to an extent.
The Dell workstation price w/dual P II 333's was cut by about $820.
that works to $410 /processor on a $200 price cut.
Figure there is come other component cutting in there too, so lets say $300 / CPU, and the rest on other stuff.

Looks like margins are targeted to stay about the same.
I think that is what we both were expecting to see happen. Well know we know.

I wonder if the analyst had these price cuts in their EPS models at the beginning of the quarter ?

Jim
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