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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Chuzzlewit who wrote (50061)	7/7/1998 9:41:00 PM
From: SecularBull	Read Replies (1) of 176387

Wouldn't you agree that declining ASPs might be an indicator of too much supply, and therefore somewhat significant to the overall profit picture? I agree the bottom line is the most relevant, followed by revenues and profit margins, together. But I think that to dismiss the relevance of declining ASPs as an indicator of too much supply relative to demand is wrong. I agree that some on this thread have placed TOO MUCH emphasis on ASPs, but that notwithstanding, they are still relevant to some degree. Do you disagree? (I'm not sure if you do.) LoD

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