Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Meathead who wrote (44869)	5/26/1998 11:43:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Thanks for a very Meaty post <g> Looks like some excellent news regarding demand, and a validation of Dell's strategy. TTFN, CTC

To: Meathead who wrote (44869)	5/27/1998 4:00:00 AM
From: jim kelley	Respond to of 176387

Meathead, Thanks for the hard data . I was getting tired of reading chicken entrails.

To: Meathead who wrote (44869)	5/27/1998 1:30:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

RE: That $2399 DIMENSION desktop revenue (which by the way, the Dimension line accounts for about 15%-20% of revenue) is fractional. Other income is factored into ASP's as well which have nothing to do with hardware. You are correct, Demension revenue is 15-20% of total revs. Optiplexs are an additionl 20% of revenue. Total desktop business is about 60% of revenue. The fact that they have a top of the line PC for less than their ASP last Q is not a healthy sign IMO. Add to that 2 expected INTC price cuts in dell's Q and most likely you will see further ASP decline. Unit growth combined with ASP decline will result if very slow reveune growth for the industry. Dell the company will do well regardless. I don't care about DELL the company !!! I care about DELL, The STOCK. Declining ASP worries are driving the stock down. Out interests are in different areas. Jim