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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: Chuzzlewit who wrote (38924)	4/25/1998 5:38:00 PM
From: Jim Patterson	Read Replies (1) of 176387

re: n = 1/(1-r) where n = the decimalized increase in units sold where r = the decimalized reduction in ASP So, for example, a 10% reduction in ASP would require an 11.1% increase in units sold. This is a great answer. 1st problem, ASPs are not tied to cost in the real world. We can pretend that they are, but I think the relation ship is much more dynamic. More likely, units sold is tied to ASP, CPQs end of quarter reports assure us that unit demand is still very price sensitive. Bacicaly I will stick with Merrill Lynch yst Tom Kurlack. The whole Industry has too much capacity. Once the current inventory is worked off, THere may be one good quarter, then all of the inventory problems will re occure and cause prices to plumit again. Jim

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