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To: SecularBull who wrote (33564)3/10/1998 11:44:00 AM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
re: ASP's drop because DELL passes component savings on to customers, not because DELL is shrinking its margins.

I know you want to toon me out, But here is the crux of what I am after. DELL has been doing this for 3 years with no drop in ASP. Can they maintain them this time around ? INTC is lacking right now for a new $1000 processor until the 400-450's come out late Q2. I think there is a window..er..rather a vacum if you will, that may upset DELL asp model.

Thanks Jim