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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 690.64

+1.9%

Feb 6 4:00 PM EST

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To: Autumn Henry who wrote (9254)	11/12/1996 3:12:00 PM
From: Techie	of 70625

Autumn, Goldman Sachs did a conference call. No downgrades, they spoke about demand. Growth rates slowing in consumer sales in relation to last year. Corporate sales are robust. Europe weaker than expectations but better NA sales have made up for it. Japan seeing 40% growth vs last years 70% growth. 1995 NA Consumer units 9.7MM 38% of total 30% growth Y/Y 1996 NA Consumer units 11.3MM 16% growth Y/Y (estimate) Some would do better than others. CPQ should do better than 16%, some will hurt (Packard). Retailers: aggregate below zero Winners - CPU up 7% but softer later in the Q. 40% of business outside of retail channel. Office Max should do well going forward. Losers - Best Buy comp down 30% in Oct. Office Depot, CC, Computer City down 17% in Oct. flat in total. Promotional activity intense. No interest financing, free printers, monitors etc. (below cost promotions).... ASPs - Office Max reported $200 decline in ASPs etc. etc..... Techie Direct marketers are doing better at the expense of retailers...

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