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Technology Stocks : Dell Technologies Inc.

DELL 129.21

+0.6%

12:27 PM EST

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To: Techie who wrote (48400)	6/21/1998 1:43:00 AM
From: rudedog	Read Replies (1) of 176387

Techie - Good research on Intel's pricing, and the other component costs. No question they are continuing to go down. Will Dell's ASPs go down as a result? I will assert again that the answer is in Dell's hands. If they follow the course that the high end RISC vendors have taken, then they will provide substantially better value at their current price point (same bucks, more bang) and do only a careful defensive play on the low end. Or they could follow the component price curve down on the 'value lines' and drive more options and features in the high end. There are many ways to skin this cat (chuz, no offense intended, just a figure of speech from the dog side of the aisle). So I agree with all of your data and even your fundamental analysis but the conclusion that ASPs will fall at Dell, or that margin will suffer even if ASPs do fall, is not yet justified.

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