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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (77505)	11/10/1998 10:14:00 AM
From: jim kelley	Read Replies (1) of 176387

Mohan, I think his ASP number is wrong too. DELL should have been able to get its backlog of high end servers out the door. All they needed was XEONs with the bug fix. It looks like they could cherry pick the XEONs to ship some high end servers so the last bug must have been a race problem in the chip that was batch dependent. It is also unknown what contribution the new disk systems will play in the revenues and ASPs. Their will raise the ASP unless they start breaking this out separately. Regrads, Jim Kelley

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