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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (2293)11/13/1998 2:22:00 AM
From: rudedog  Respond to of 2578
 
Chuz -
this works as long as Dell follows the industry model of 35% margins in the high end. They have talked about 'eliminating the price gouging ' in the low end. My sense is that they will do as the others have done, keep prices and margins high in the high-end products to offset declining margins and ASPs in the desktop market.