To: BGR who wrote (115753 ) 4/11/1999 2:44:00 PM From: Rich Young Read Replies (3) | Respond to
BGR. You have GOT to be kidding. 9% sequential growth in what is widely known as the weakest quarter in all of techdom and you are fearful? To me, that is unbelievably strong, given what has been said about the PIII transition blip and seasonal slowness in the industry overall. As for ASP's, what are you talking about? Mid-single digits? Do you mean, say, a 5% drop in ASP sequentially? Again, I think that would be pretty good given historical rates. I think you'll see Compaq's ASP drop over 10% based on what they are implying with this press release. Commercial PC's is the specific area they cited (as opposed to consumer PCs, I assume), which is their best margin and highest ASP segment next to servers, I believe. If it weren't for Pfeiffer's huge ego and stubbornness, this press release might have well said "Dell is kicking our ass and we don't know what to do know other that declare a kitchen-sink quarter and try something else next quarter."
