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To: yard_man who wrote (108854)3/10/1999 3:45:00 PM
From: SecularBull  Respond to of 176387
 
I'm sorry tippet, but I didn't see where Dell's margins were trending downward (therefore making your ASP argument possible). Can you point me to the data that shows Dell's profit margins trending downward?

Thanks.

LoD



To: yard_man who wrote (108854)3/10/1999 3:47:00 PM
From: SecularBull  Respond to of 176387
 
>>PCs are going the way of TVs and calculators ...<< Once again tippet, I am at a loss for finding the source of your data to substantiate your claim. Could you please point me in the right direction?

Thanks.

LoD



To: yard_man who wrote (108854)3/10/1999 3:50:00 PM
From: SecularBull  Respond to of 176387
 
>>the inability additional declines in the "cost of computation" to accelerate sales.<< I sound like a broken record, tippet, but can you once again show me the data that substantiates that DELL is unable to grow revenues due to "declines in the cost of computation"?

Thanks.

LoD


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