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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%3:59 PM EST

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To: Alohal who wrote (103962)2/22/1999 7:01:00 PM
From: Knighty Tin  Read Replies (2) of 176387
 
Aloha, I am not the guy with the letter. I am not dodging anything. I am just saying that when you take an ASP drop quarter to quarter sequentially and apply it to an annual number, it makes no sense. BTW, Dell's ASP looks better than the pc industry because they include server revenues. That is fine and true, but it is apples and oranges in figuring out how pcs are doing. Since Dell had almost no server business in previous years, the high priced servers skew their ASP way beyond pc ASPs. But, hey, IBM gives no breakout at all, so Dell at least gives us something to chew on.

It is not sophistry when it is you who can't understand logic. If I asked you how David Copperfield ended, and you'd only read the first quarter of the book, you would have no way of knowing. Same with using quarterly numbers to make full year conclusions.
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