Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (2457)	7/13/1997 7:12:00 PM
From: kahunabear	of 94695

Has anybody given any thought to what a really crappy quarter from INTC will do to this market ? I think it is a possibility. The CPQ and DELL euphoria has leaked into their suppliers stock prices. I think increased market share, due to consolidation, is what has helped these mfgs performance. The overall growth of the market seems a bit anemic. Now that CPQ and DELL own the market, they have the leverage to push INTC, SEG, etc. into lowering their prices so they can stay competitive. Plus, they are increasing their inventory turns each quarter. This could also slow orders. The K6 just adds to their leverage. Just an idea. Britt

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