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

To: Tweaker who wrote (52934)	7/22/1998 11:34:00 AM
From: Diamond Jim	Read Replies (3) \| Respond to of 176387

Intel's drop in ASP's is for a different reason than Dell's. Dell's dropped because their cost to produce was less. Intel's drop in ASP's was because they needed to get rid of inventory. ++++++++++++++++++++++++++++++++ I disagree, ASP's are dropping because the competition sells an equivalent product for less money. Who will buy a $2400 Dell for home use when you can get an equivalent machine for $1200 ? Hopefully Dell will begin to sell some lower cost machines as Intel gets the cheaper chips out. jim

To: Tweaker who wrote (52934)	7/22/1998 3:21:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 176387

RE: "Intel's drop in ASP's is for a different reason than Dell's. Dell's dropped because their cost to produce was less. Intel's drop in ASP's was because they needed to get rid of inventory." +++++++++++++++++ So it should say CPQ, meaning that CPQ dumped inventory, okay agreed. As for Intel dropping ASP for a different reason, I'd like to know why you think Intel dropped ASP's ? Simple because #1 boxmaker CPQ was buying equivalent chips for less $. IBM too. I won't buy AMD inside but lots of people will, just like lots will buy other than Dell if it's cheaper. Declining ASP's got Intel and it will eventually get Dell. Thank goodness Dell has a better business model than the competition. As for quality, how long do you keep a PC anyway, it's extinct in 3 years anyway. jim