SI
SI
discoversearch

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.
Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Chris who wrote (12724)7/22/1998 9:51:00 AM
From: the options strategist  Read Replies (2) | Respond to of 42787
 
DELL on ASP for anyone interested. CFO comments on a broker conference call stated that ASP (average sales price) was declining. what the brokers did not hear or did not want to hear was the comment that component prices were also declining. Therefore it costs DELL less so they can sell them for less. The CFO and DELL press release confirmed this had no negative affect on margins or earnings.

Being able to decrease prices they are able to stay more competitive and ahead of the slower to react IBM, CPQ AND HWP.

Info taken from a newsletter that I subscribe to.



To: Chris who wrote (12724)7/22/1998 9:53:00 AM
From: Electric  Read Replies (2) | Respond to of 42787
 
Chris,

The bargain of the day was DELL at 106 and 1/2... now at 109, and moving up..

Options werent open, but that is a steal! Wont see that again. (I hope not)

DELL only down 1/2... I would like to see a reversal of yesterday.. It looks like it was positive for a moment there..