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

To: Venkie who wrote (52877)	7/21/1998 5:14:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 176387

DELL REP SAYS DELL INFO WAS FACTUALLY INCORRECT! Were you a surprised as I was when you first heard the story? Come on guys. Honk for Jim!

To: Venkie who wrote (52877)	7/21/1998 5:24:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

RE: Asp...It was just a couple of days ago when Mikey was very positive If you are going to wait for Mikey to tell you that things are not as rosie as they can get to sell, You will not be out till long after the top. Jim

To: Venkie who wrote (52877)	7/21/1998 6:01:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Venkie, the lower ASP can actually be a good thing. At this point we don't know. It should come to no surprise that ASP will be lower as Dell sent out a flyer pointing out up to $300 off laptop and Desktop models. The $$$$/machine are a function of costs as well as sales price. If Dell was able to get components at $305 less than before this offer, there is a net increase in profits without even adding unit sales. As we know, when the price comes down unit sales will increase. My point, unless specific data on component costs are known to the investors, it is not specifically a bad event when ASP declines. Pat