SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : CompUSA (CPU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Scotsman who wrote (556)6/18/1998 10:15:00 AM
From: Bobo  Read Replies (1) of 3187
 
An individual close to the company recently indicated to me that CPU's PC business is cranking up pretty quickly and could add 2-3% to revenue on a sequential basis from the previous Q. It seems that the company's goal is to increase the run rate of the business by 100% by calendar year end. That would add another 2-3% to revenue. This informatioin correlates to the general info Halpin mentioned at a recent investor conference. I am not sure that analysts have accounted for this impact on CPU's financial performance.

A couple of store checks have indicated that Win98 is expected to be a pretty big boost for the company. Obviously not because the actual sales of Win98 but becuase of the increase of story traffic overall. There will be only a slight effect this Q, most of it will spill into next Q.

It will be interesting to see how these things offset the weakness associated with falling PC and peripheral prices in the next Q or two.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News