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Technology Stocks : Dell Technologies Inc.
DELL 114.64-1.1%3:59 PM EST
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To: Mohan Marette who wrote (49158)6/26/1998 3:53:00 PM
From: dennis michael patterson  Read Replies (3) of 176388
 
MM and Thread: any comments on the story in TheStreet.com that Tom Marsico has sold all his fund's Dell because the ASP has declined beyond what the company expected? He claims that "the fundamentals have changed." He also says "I may be making a mistake." I have never understood why ASP is the key. Isn't it rather gross margins and market share? It is obvious that ASP are dropping. Just look at the price of drives, cards, etc. But that does not translate into less overall revenue for Dell.
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