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

To: Jim Patterson who wrote (39168)	4/27/1998 2:28:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Jim, I do my own projections and I have not seen the actual Dataquest or IDC reports (for which serious money must be paid). Generally speaking we have the Q1 financial reports already from CPQ, GTW, IBM, HWP, MUEI, etc. You can use these together with the Dataquest and IDC numbers to back out many of the numbers you may need. GTW had a 3% decline in ASP that they reported for Q1. DELL's numbers of course are not out yet. But they can be projected with good accuracy. I suspect that their ASP will be more or less constant due to the shift to PII product mix and heavier emphasis on notebook and enterprise products which have hefty ASP's. ALAS, there are no good links.....