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

To: Skeeter Bug who wrote (95119)	2/5/1999 12:09:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

Skeeter Bug, Falling revenues have to do with falling ASP as you correctly pointed out. And falling ASP has absolutely nothing to do with Y2K which is where this discussion started from. Causes for falling ASPs for the industry at large are several and complex, here's a short list: 1. perceived threat from the network computer, WebTV etc. 2. AMD K-6 success (sort of) 3. pressure from direct sellers 4. general technological progress 5. boom in internet and opening up of newer markets at the low end Now DELL ignored 1, 2 and 5, is itself the cause for 3 and benefitted from 4 because of their suprior SCM implementation. Therefore (in a very rough analysis and I am leaving several other points out) it's ASP didn't drop as much and it did well. Now tell me what the above has to do with Y2K. In fact, unit sells at the high end went up as well which is not due to pricing and in fact is a clear case of Y2K benefiting sales rather than hurting it. -Apratim. PS: for the first time in history I noticed that I have a few grey hairs. Is that Y2K related too?