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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Mohan Marette who wrote (103349)	2/20/1999 5:23:00 PM
From: John Koligman	Read Replies (1) of 176387

Mohan, I think the answer is in the article, look at the pricing <ggg>. Based on the fact that vendors will be releasing sub 2k PIII systems, I don't see that the early interations of this chip will help much, at best they might prolong the 'treading water' in high end prices. Not long ago a high end PC was 3k+, even with the PIII the high end might stay between 2k and 2.5k. Your best hope is late this year early next year, at which time the 133mhz bus and Rambus memory are released. Till then, the only way you are going to get high ASP's is if everyone buys an LCD monitor to go with their system. John

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