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Technology Stocks : Dell Technologies Inc.

DELL 129.14

+0.6%

10:37 AM EST

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To: rudedog who wrote (48377)	6/20/1998 11:23:00 PM
From: Techie	Read Replies (2) of 176387

Rude, on pricing... June 7th, Intel cut PII prices by 12-20% and 266MHz Celeron by 32%. They are expected to cut mainstream PII desktop prices on: 7/26 (20-30%) 9/13 (previously thought to be 5-15%, now expected to be 20-30%) 10/25 (previously thought to be 10-20%, now moved to 25-30%). Notebook MPU prices are scheduled for reduction on 6/28 and 9/13. Let's see... the last I heard DRAM spot was 75 cents. HDDs are still tanking big time. I can't think of any component that's going up. Can you? Given all this, I sure as hell don't know why I'm thinking of declining ASPs. The other thing bothering me was the lower wafer starts which indicate lower unit demand. Now where did I get that? Oh yes, TSMC foundries operating at less than 70% capacity. Oh, I took the above pricing from a Morgan Stanley report on Intel dated June 17th. It can be found at First Call.

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