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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: the options strategist who wrote (12729)	7/22/1998 10:38:00 AM
From: jef saunders	Read Replies (1) of 42787

Jen, i understand what you are saying about dell's component costs dropping as well. however, for a long time dell has managed to keep the ASP to a very slow decline. if that decline is accelrating now that is bad news. did they say how much ASP is dropping? remember, computer prices have dropped some 45-50% the last 12 months. if there are too many mfgs of computers then dell may emerge the eventual winnner, but it could get bloody in the meantime. would not support dell's p/e. don't get me wrong...i've been in and out of dell most of the year, always long. jef

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