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

To: Venkie who wrote (35029)	3/20/1998 1:13:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Venkie, its pointless arguing with this guy. Let me paraphrase his arguments: If components go up its bad for Dell because it will decrease demand. If components go down its bad for Dell because it will decrease ASP. If component prices remain the same its bad for Dell because people won't buy just yet -- they're awaiting price changes. So, whatever happens, it bad for Dell. Bad, bad, bad! We might as well commit suicide. Regards, Paul

To: Venkie who wrote (35029)	3/20/1998 1:45:00 PM
From: Jim Patterson	Read Replies (3) \| Respond to of 176387

re: <<<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.. >>> I don't think you understand my question. I know this puts more preasure on CPQ and IBM with their inventory. CPQ is not really trying to make money on anything at this point. MY question is: Dell will lower prices right ? DELL sells higher priced machines right ? Dell has high ASPs right ? DELLs margins are directly tied to their ASP's right ? (my may disagree on this one) If DELL cuts their high end, that is anything with a 333 in it, by $200 / per 333 in the box, Won't that lower their overall ASP ? What this does to CPQ is irevelent. Lets talk about how it impacts DELL's bottom line. Jim