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Well, they have not exactly been burning up the earnings picture recently. They have announced they anticipate flat quarterly sales for the next quarter and possibly the one after. Thats effectively 4 quarters, or one year, they have had flat same store sales. So there is a lot of skepticism out there about CPU and their ability to make money. I imagine this has a lot to do with them not participating in the rally. Nor did MSFT, nor did DELL, nor did CPQ, at least not much. I wouldn't sweat it. If you believe the PC and periphrials will be where the money is, and that these items will be bought more retail than over the net, stay with CPU. If not, go with DELL or Gateway or whatever. Personally, I think CPU is going to do just fine, especially when Windows 2000 comes out next year. |
