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

To: Islander who wrote (59258)	8/18/1998 8:00:00 PM
From: JRH	Read Replies (1) \| Respond to of 176387

Thread: Will there be the traditional sell of in the morning so that I can buy some shares, or will it be strong?

To: Islander who wrote (59258)	8/18/1998 8:04:00 PM
From: LWolf	Read Replies (2) \| Respond to of 176387

C'mon Islander... let's have the whole quote...there are 2 parts to the statement, not just the price drops, but why.... From Smart Money smartmoney.com ""One figure sure to garner a lot of attention is average selling prices. Piper Jaffray Inc. analyst Ashok Kumar thinks the average price of a Dell PC fell to $2,350 in the July quarter from $2,500 three months earlier. Dell, which sells directly to customers and thus keeps little inventory, has capitalized on the falling prices of PC components like chips and disk drives. The company has attributed the decline in average selling prices for PCs to lower prices for these computer parts."

To: Islander who wrote (59258)	8/18/1998 8:14:00 PM
From: Jorge	Read Replies (1) \| Respond to of 176387

Islander....I guess that's why they pay those analyst fellas more money than I make to figure out the hidden meanings among the obvious facts.......To me it's obvious that...1)Component price drops have made good margins possible...and 2)Even with ASP's dropping, revenues have been increasing (Sounds like Monster Unit Growth)! So, if there is something "else", other than the obvious, I'm not seeing here Piper Jaffray will have to explain it, 'cause I ain't gettin' the picture. Regards, George