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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: OLDTRADER who wrote (160919)9/21/2000 5:30:35 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176387
 
Darrel-How about STOR bid now at 76 down from a close 96 and 11/16ths -- -thin after market stuff-This after-market idea may get overhauled after this-not such a great idea-maybe-A good first class second rate idea I think.



To: OLDTRADER who wrote (160919)9/21/2000 5:41:51 PM
From: D.J.Smyth  Read Replies (3) | Respond to of 176387
 
OF FRICKING COURSE! Intel's 2% margin difference translates into 5% AVERAGE (it is lower in some cases) lower prices on processors!

5% lower prices on processors translates into 1.5% savings for Dell for ASP! (ASP is actually slightly higher this QTR than last due to distribtion)

A 1.5% savings for Dell on ASPs translates into nearly $.02 in earnings!

and they drop Dell $4 bucks because it's earning too much money.