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To: Chuzzlewit who wrote (150424)1/5/2000 6:08:00 PM
From: jim kelley  Respond to of 176388
 
CTC,

It looks like GTW shipments were constrained by INTC.
Revenues down 6% with AUP up!

Earning however are off 18 % indicating that marginal costs were a lot higher despite an increase in AUP.

It looks like GTW took a double hit on both components supplies and prices.

Some good news in the pile:

"The launch of Astro, our new all-in-one PC, was a huge success, now accounting for almost 20% of our consumer product mix. We also did a great job maximizing AUPs and margins in a very tough environment."

The ASTRO is similar to DELL's WebPC and lives in the same consumer price range. So DELL is likely to have had a successful launch.

:)