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

To: David Harker who wrote (35087)	3/20/1998 4:34:00 PM
From: Jim Patterson	Respond to of 176387

re: The fact that both lines trend together on a graph does not imply a causative relationship. Ie, ASP moving down does not necessarily cause margin to go down I can't prove they are actualy related any more than you can prove they are not actualy related. But it looks like they are to me. Call it even. We are not in a classroom, and all other things are not equal. <<You have extended what I said, adding a conclusion that I did not state, then acting is if I HAD stated it. Not a good tactic. >> Yes, but you were thinking it, and just agreed with me in a round about way. I will take the edge on this one too. <<<All I'm saying it that regardless of which part of the product line you discuss, if a supplier drops price, the manufacturer can then drop price by the same $ amount, preserving the manufacturer's "$ per unit" profit.>>>> I don't disagree with you on this. But guess what ? DELL ain't dooin it. Jim