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

To: Key West who wrote (47746)	6/16/1998 12:01:00 AM
From: Logos	Read Replies (2) \| Respond to of 176387

RE: <<Equally impressive is the fact that Dell uses mainly Japanese suppliers for their Active Matrix LCD screens. I understand this is the singlemost expensive component in a laptop. With the dropping Yen, this means Dell's margins can bump up or neutralize a declining ASP. Better yet, Michael can buck the trend by holding his margins steady in order to pick up more market share>> But pretty much everyone else gets their LCD screens from Japan or Japanese companies as well. Wouldn't this negate this part of Dell's advantage? Logos