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

To: hpeace who wrote (25690)	12/19/1997 9:17:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

OK Steve, First the PC market growth is slowing. Units may grow 10-15%,down from 15-20%, but ASP's are droping by 10% because of subZero. That equals 5% growth in revenues. Now We all know that Asia is 6-12% of revs for these companies. Does anyone know that Asia accounts for 40-50% of growth ? Now that 40% of growth is going to become a contraction. DELL 6% of sales in AP. that may drop to 3-4% of sales instead of growing to 8-9% of sales. Combine that with the ASP problem that Dell denies it has and you have a very different situation from what you say. Does that help explain ? Jim