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

To: Jim Patterson who wrote (35028)	3/20/1998 1:02:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176387

Your wrong again..The price cuts will help Dell to lower prices on better systems while ole Blue -Hwp-Cpq choke on inventory..Dell can start selling the new priced product.. Hello.. Who are you trying to convince....Hank are yourself Intc is pissed at Cpq for K6 ..Cpq is a trader and Intc got stung .. Who would you root for if you were Intc..They all probably have been selling they're shares of Intc to buy Dell

To: Jim Patterson who wrote (35028)	3/20/1998 1:04:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Jim,...Re:<<DELL will pass on immediatly have an impact on their precious ASPs ?>> I'm sure it was already in their business plan. Along with the next scheduled one in May. Regards, Lee

To: Jim Patterson who wrote (35028)	3/20/1998 1:14:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Dell has been predicting a small drop in ASP and margin (about a point in margin) which is unrealistic in the current environment. I think short term they can pick up the 'float' on component price drops to maintain margin, and if those drops happen frequently enough they have an advantage over their competition. But over the next 6 months, as I have said elsewhere, I think CPQ, IBM and HWP will put huge pressure on Dell's ASP and margins. We have seen nearly a 30% drop in price in major segments of the market in the last two weeks, and this is only the beginning. Even if Dell can maintain margin, as the ASP drops dramatically in a saturated market it will be hard for Dell to show the kind of revenue or earnings growth they need to maintain their stock price. It is very hard to generate unit volume increase in an inelastic market.

To: Jim Patterson who wrote (35028)	3/20/1998 3:53:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Why can't DELL preserve dollar-profit (bump margins up)?

To: Jim Patterson who wrote (35028)	3/20/1998 7:58:00 PM
From: RationalX	Read Replies (1) \| Respond to of 176387

Jim: intel said they are cutting prices to stimulate pc demand. ouch that hurts me to say that. my experience tells me that margin cutting will not stop at intel, but go all the way down the supply chain to dell. this maybe the beginning of a vicious cycle if pc demand doesn't pick up. the other interesting topic worthwhile discussing is how large corporate buyers behave when they realize the market has tilted in their favor. I wonder if they can get IBM, DELL, CPQ and GTW to offer cut throat prices this quarter. RationalX