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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (48212)	2/21/1999 8:43:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

SB: Good luck Skeeter. I have sent a great deal of material to CNBC over the past two years, but it has never been utilized to my knowledge. I finally grew tired of the fruitless exercise. I received a nasty note from them for referring to them as "propagandists", so I suspect I'm not one of their favourite references. That suits me fine, as I have not changed my view. Bill Fleckenstein: Welcome to the best forum on S.I. Good to have you join in, particularly given your intense schedule. Re Dell,... check December comments,... ""Dell is likely to "miss" this quarter's revenue expectations". Fred is the best, but once in a while I get lucky. (g) Best, Earlie

To: Skeeter Bug who wrote (48212)	2/22/1999 9:26:00 AM
From: Eggolas Moria	Read Replies (3) \| Respond to of 132070

I don't have enough information to completely understand your analysis. Perhaps you could elucidate a couple of points? 1. Is ASP an average of all units sold year-to-date, for a quarter, at a point in time or some other measurement? For instance, on January 3, the ASP is probably not down 20% from the ASP at the end of the previous year or even the average of the previous year. 2. Is the ASP for CPU only, CPU and monitor, CPU with monitor and printer? Some other method of measurement? Thanks.