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Politics : Ask Michael Burke
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To: MulhollandDrive who wrote (63440)6/29/1999 2:23:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
bp, I think you may get a dead cat bounce in Dell if they really have one last good quarter in them. It is possible with Compaq acting like a chicken with its head cut off. I thought CPQ would get vicious on pricing to get rid of inventory, but they haven't so far. They've dropped prices, but nothing like what they need to drop to push inventory.

Ancor is hot, but Brocade is amazing. What a sucker story on Brocade.
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