Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Earlie who wrote (13503)	1/26/1998 10:56:00 AM
From: James F. Hopkins	Read Replies (1) of 94695

HI Earlie; Well I know I can't compeat. One time I did have an offer from TDK for price support "if" I took on a 30k commitment a month. It was to much for me to move, and I still had to buy HDs from Entertainment Marketing, ( who eventually went under and burned a lot of supplyers ) I got eased out in 92-93 and glad I did. Only people with good conections have a chance building boxes. CPQ is making a smart move getting DEC, if not smart it's about the only door open to them that may save their butt. These under $1000 sets are getting cheaper and margins thiner by the week, they need to sell and service some high end stuff to live. Every were you go Asians have what I call back door shops turning out clones, and they keep spreading out. It's a battle field that on the low end stuff American box makers don't have a chance of winning. The Asians stick together in a net work of sorts that seems to defy our understanding. Back when I bought AMD stock in 96 when it hit it's lows I did it because of a tip from one of my Tiawan friends. I don't get to Houston much now days and kind of miss talking with some of them. I was really impressed with how smart some of thier computer engineers were, and how they could trace down problems on a MB and such. I was just a plugin mix and match type low level dunce compared to most of them. Jim

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