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

To: Don Hurst who wrote (49032)	6/25/1998 12:23:00 PM
From: MichaelW	Respond to of 176387

12:20 [INTC] INTEL CONFIRMS 'ERRATA' IN XEON PROCESSOR FOR SERVERS FOR RELEASE JUNE 29. From DBC.

To: Don Hurst who wrote (49032)	6/25/1998 12:26:00 PM
From: Mohan Marette	Respond to of 176387

Say how about a Veep's position at DELL??? Since you 'hurt easily' I try to make comments as gentle as possible,ok.<gg> You said: 'Now you have to admit the asp's are coming down and Dell will have to make a move out of the commodity business and get a service org or some type of Internet play to keep growing. Then the problems will start.' Have you ever thought about applying for a V.P position at DELL in the 'strategic planning division',I think you have talents now if only Dell could find it.

To: Don Hurst who wrote (49032)	6/25/1998 12:27:00 PM
From: jbn3	Respond to of 176387

ASPs coming down Don, in re your Now you have to admit the asp's are coming down and Dell will have to make a move out of the commodity business and get a service org or some type of Internet play to keep growing. No, I don't have to admit that ASPs are coming down. I will agree that ASPs for the same product are coming down: that is a function of increased production and the pricing pressure of newer and better technology; but if I want new technology, the ASPs are NOT coming down. In fact, I have seen a couple of references lately that component prices are increasing. And I certainly don't agree that DELL is in a commodity business. Not unless you stipulate that Ford, Mercedes, BMW and Rolls Royce are in 'commodity business'. First you define what you consider a commodity business, then we can discuss it with some meaning. It sounds to me as if you are parroting what some talking head said. DELLish, 3.