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

To: JRI who wrote (47435)	6/13/1998 2:37:00 AM
From: Jack T. Pearson	Respond to of 176387

Don' know overall industry ASP for servers. Suspect the distribution is not a normal distribution. It may be bi-modal with UNIX servers by DEC (aka Compaq) and Sun having pretty high prices; Intel servers less expensive. Here is a data point on DEC: Message 4847645

To: JRI who wrote (47435)	6/13/1998 8:41:00 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: Any idea what the (overall industry) ASP for servers is and/or Dell's ASP for servers? I calculate the industry average ASP at $7800 for 1998. This is from IDC's numbers of 2.2 million units and $17B in revenue. Dell is a little trickier. Again you need IDC data for the missing variable Unit's shipped = 46,915 Dell's revenue = 3.92B Enterprise sales = 11% (431M revenue / 46,915 units) = $9,193 Using this same approach, we can calculate Dell's ASP for the other two lines of business. Units Rev ASP Desktops 1297350 2.59B $1,994 Portables 260799 901MM $3,457 Using this same approach again, we can now look at ASP trends over the last 5 quarters. Q197 Q297 Q397 Q497 Q198 Servers $7,383 $7,923 $8,858 $9,374 $9,193 Desktops $2,336 $2,299 $2,271 $2,013 $1,995 Portable $3,657 $3,809 $3,502 $3,487 $3,458 Enjoy! MEATHEAD