Hi Mark,..Re:<<To me, it looks like the revenue per unit is holding up WAY better than the industry as a whole. Can anybody share light on this? Why woud the stock get knocked for that? >>
First, falling ASPs are apparently a hallmark of the PC, semiconductor, and other fast moving high tech industries. Yet, we are told by 'knowledgable' shorts that it is in reality a sign that the industry has turned and is facing a decrease in sales, profits, growth, etc.
Secondly, we are also told by those in the 'know' that by missing a supposed whisper number by one penny that Dell is heading for obscurity.
Lastly, while we always listen to those in the 'know', we never risk our money based on what they 'know' and share with us. Also, Dell isn't immune to the overall NAZ correction.
Hope this helps,<ggg>
Lee |
