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Pastimes : Ask Mohan about the Market

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To: John Hunt who wrote (11898)	12/19/1997 12:18:00 PM
From: IceShark	Read Replies (1) of 18056

John, Read the GTW thread for the last week or so. Dan Wells, who lives in the Souix Falls area, was at a party and heard (or should that be herd -g-) rumors/cocktail chat that things were going gangbusters from both a unit volume basis as well as high unit ASP. This should combine for results that blow away current earnings estimates for this quarter. Plus people view GTWs lack of Asean presence as a big plus, as opposed to say a CPQ's. Finally, some bozo anal was out saying the company store plan was a great idea (which I have trouble swallowing) and they are going to kick the crap out of the CPUs/Best Buys of the US. These views, as well as ever present takeover rumors, sure seem to be taking hold. Regards, DWW

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