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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (6353)	2/14/1999 9:15:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 99985

Tippet I was referring to units. Components prices are falling in sync with PC prices so the box assembler spread stays more or less the same. Unit growth compensated for $$ spread for the box makers. As specific to DELL last time there was a collapse in memory prices DELL margins improved under their "build to order" business model. Now after prices are stabilizing or inching up DELL will show less $$ and "net spread" per unit sold. BWDIK Haim