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Technology Stocks : TECD - Tech Data
TECD 144.900.0%Jun 30 5:00 PM EST

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To: winston paris who wrote (44)1/13/1997 11:47:00 AM
From: Ross Brown   of 584
 
Shiva and IM/TECD connected somehow? Puh-leez! They are as disconnected as saying that GM is going to dive because USX is having trouble. Other steel producers exist to provide the sheet metal. Other RAS manufacturers exist as well.

TECD and IM are the "house" in this market. The only way for them to lose is to take the eye off of the cost ball and to lower margins in a fit of market share grap, neither one of these seem to be happening.

The only vendors who materially impact the performance of these guys are MSFT, Compaq, IBM, NEC and Seagate. Others are a nit.

Take your lithium and calm down. Your scaring the children...
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