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: Logos who wrote (47773)	6/16/1998 12:23:00 AM
From: Gabriel008	Respond to of 176387

What's important to consider re. Gene's post is the gross profit margins. If component costs are going down substantially faster than ASP we should see another increase in GP in Q2. And, as posted here earlier, should we see an increase in ASP in the second half of '98 the incremental ASP should go directly to the bottom line. This could result in a very positive earnings surprise in Q3 &/or Q4.