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To: Mohan Marette who wrote (77505)11/10/1998 10:14:00 AM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Mohan,

I think his ASP number is wrong too. DELL should have been able to get its backlog of high end servers out the door. All they needed was XEONs with the bug fix. It looks like they could cherry pick the XEONs to ship some high end servers so the last bug must have been a race problem in the chip that was batch dependent.

It is also unknown what contribution the new disk systems will play in the revenues and ASPs. Their will raise the ASP unless they start breaking this out separately.

Regrads,

Jim Kelley



To: Mohan Marette who wrote (77505)11/10/1998 10:45:00 AM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Mohan -
I think Kumar was also fooled by the share shift, which was caused not by a slowdown in Dell 3Q sales but by under-reporting of sales to customers by CPQ, IBM and HP in 1Q and 2Q. His work seems pretty superficial.


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