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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (11559)	2/22/2001 4:25:16 PM
From: Jdaasoc	Read Replies (1) of 30051

Zeev: I think we are not out of the woods yet on the PC side. Take a quick look at DELL web site and they are still offering $100-$300 off which amounts to about a 20% discounts if you place your by the next day. I have only looked at their site twice since they reported missing their numbers and both times these steep discounts expire the next day. I will to try to see if this an ongoing promotion. It will not take much intelligence gathering to determine when spot market prices for most semiconductors gets back to normal. So for stocks like TXN,INTC and MU it is easy to gage why the are getting beaten up since any anal yst can go to these web sites to check pricing and availablity. PS Just bought my first P4 1.4 MHz CPU w 128 MB RDRAM for $550. I am just a little curious how good/bad they work. john

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