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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Jason W. France who wrote (191)3/16/1998 10:03:00 PM
From: rudedog  Respond to of 2578
 
If you go back and try that historically with CPQ (where the actual dollar values are available in CPQ public info) the numbers are only within about 25% - I think the ASP calculation is too dependent on product mix to make that a reliable estimate. With a market share growing as fast as Dell's server business, and given the volatility of server pricing at the moment, I don't think any of these macro techniques are going to yield really tight numbers.