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

To: Chuzzlewit who wrote (105674)	2/28/1999 11:08:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 176387

i understand we have half the data. chuz, i understand the 1% figure is preliminary and the actual data will be released between 3/22 and 3/24 at some conference. good luck.

To: Chuzzlewit who wrote (105674)	2/28/1999 11:24:00 AM
From: TREND1	Read Replies (1) \| Respond to of 176387

CTC What would be the results if you did your PE studies: (1) DELL vs S&P500. I've seen this. (2) DELL vs CPQ rather then S&P500 ???? (3) You showed me that DELL is under valued vs S&P500. (4) But is DELL under valued vs CPQ ???? (5) If you are too busy, I'll understand. Larry Dudash(Hal)

To: Chuzzlewit who wrote (105674)	2/28/1999 5:37:00 PM
From: yard_man	Read Replies (1) \| Respond to of 176387

>>If unit growth was 15%, and revenues increased by 3% then ASPs declined by 10.5%. What's wrong with that scenario?<< It postulates a fantasy: Namely that direct is seeing declines in ASPs of much less than 1/2 of what distributors are seeing. Such a wide disparity doesn't seem possible, but even if it was -- it wouldn't be sustainable and that's probably the point that is keeping a lot of DELL heads in happy-land, but it can't go on. DELL's ASPs are going to tumble ... why not get out while it happens ... buy back if and when it looks like there is going to be a real turnaround?