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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (68258)5/16/2002 4:16:17 PM
From: yard_man  Read Replies (4) | Respond to of 99280
 
DELL report not bullish at all, IMO. Flat revs, but pretty good increase in unit shimpments ==> ASPs going down -- they can cut costs all they wanna -- they can't grab much more market share. They've done a good job of defying gravity so far ... it other words -- do you have calls?? <vbg>