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: dennis michael patterson who wrote (49159)	6/26/1998 4:07:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176388

He is making a mistake.

To: dennis michael patterson who wrote (49159)	6/26/1998 5:42:00 PM
From: Mohan Marette	Respond to of 176388

DMP: I don't know about Tom but I think the decline in ASP is mainly due to the introduction of sub-zero pcs [which DELL has nothing to do with] and due to the declining component prices which usually benefits PC companies like DELL. As far as I know ASP went down by couple of hundred dollars for DELL and is said to be improving in Q2 but mind you the 'net' margin actually went up for DELL in Q1 if I remember correctly.

To: dennis michael patterson who wrote (49159)	6/27/1998 1:21:00 PM
From: stock bull	Respond to of 176388

Dennis, if falling ASP are offset by a similar drop in the product's MLB, than the gross margins will remain the same. If G&A, and other expenses remain the same, the profit margins will not be affected. However, the total revenue will drop with falling ASP's. This can be offset by increased sales. The major thing that Dell needs to do is ensure the continued financial management of the company...that is, say on top of rapidly changing events. So far, Dell has done great in this area. Stock Bull