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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Meathead who wrote (44869)	5/27/1998 1:30:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: That $2399 DIMENSION desktop revenue (which by the way, the Dimension line accounts for about 15%-20% of revenue) is fractional. Other income is factored into ASP's as well which have nothing to do with hardware. You are correct, Demension revenue is 15-20% of total revs. Optiplexs are an additionl 20% of revenue. Total desktop business is about 60% of revenue. The fact that they have a top of the line PC for less than their ASP last Q is not a healthy sign IMO. Add to that 2 expected INTC price cuts in dell's Q and most likely you will see further ASP decline. Unit growth combined with ASP decline will result if very slow reveune growth for the industry. Dell the company will do well regardless. I don't care about DELL the company !!! I care about DELL, The STOCK. Declining ASP worries are driving the stock down. Out interests are in different areas. Jim

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