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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (52652)	3/20/1999 12:33:00 AM
From: Peter Singleton	Read Replies (1) of 132070

Michael, Yiwu, FWIW, Michael Dell did give us an interesting data point about their under-$1K computer sales (indicating a 13% decline in ASP in that segment): <<Q: You've been able to thrive without dipping into the low end of the market. You have pretty savvy customers. But are you feeling price pressure now? Are you going to have to start selling less expensive systems? A: Where this tends to show up the most is in the consumer market, and our consumer growth last quarter was about 80% in unit terms and 56% in revenue terms. That, to me, is not suggestive of a situation where we might have to bring out cheaper systems>>

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