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Technology Stocks : Kulicke and Soffa
KLIC 55.32+2.5%Jan 9 9:30 AM EST
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To: Carmine Cammarosano who wrote (2707)3/8/1998 12:12:00 PM
From: NucTrader  Read Replies (1) of 5482
 
Carmine, I read somewhere [I believe it was March 9 Barron's; if not there then in IBD] that in fact CPQs problems were NOT at the low end. They were at the high end. The article interpreted that to be bad news for DELL, since CPQ would be making deep discounts against them. I think it remains to be proved that it's bad news for DELL, but it is certainly food for thought. Also, according to what I understand, most of the good margins and profits of the boxmakers are at high end, rather than low end. Demand at the high end is in immediate ? because: a] Corporate customers may be waiting for the Intel Deschutes chips in machines before ordering, leading to increasing inventories b] Corporate budgets have to pay for Y2K solutions, and may have less to spend. Net is increasing inventories [and possibly] decreased sales on the high end [best margins and profitability] with cut throat cost cutting......
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