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

To: jim kelley who wrote (19965)	10/30/1997 3:17:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Jim, may I take it that you agree with me that there is no evidence yet of a pricing war (insofar as Dell's product mix is concerned)? Also, unless I got my numbers backwards (always a possibility), I show a small increase in Compaq's COGS (about 2%). Finally, if CPQ is going to slug it out with HP and Packard Bell for the low end of the market isn't it reasonable to believe that CPQ's ASP will decrease (I assume that cheap PC's will represent a substantial per cent of units sold)? Regards, Paul