Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Boplicity who wrote (111557)	3/24/1999 10:52:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 176387

Great conclusion about the sector from Briefing... Conclusion Anxieties over falling ASPs aren't new. They seem to crop up a couple of times a year. Particularly during seasonally sluggish periods. But it is important to remember that the group has posted record profits over the past few years while PC prices have dropped dramatically. One reason is that unit growth remained very strong, particularly at the corporate level. Another is that costs were falling faster than prices. Given improved operating efficiencies, continued strong demand on the consumer front, the potential for increased overseas demand (particularly in the rebounding Asian/Pacific region) and sharply lower processor costs, Briefing.com contends that the current fears are exaggerating the threat to the PC sector. Consequently, once earnings season commences group is likely to experience a significant "relief" rally.