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Technology Stocks : PC Connection, Inc. (PCCC)

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To: Doug Fowler who wrote (27)12/11/1998 10:24:00 PM
From: TobaccoMan  Read Replies (1) of 180
 
Doug,

Like I said, the shipping problem was with Airborne...it just makes PCCC look bad when this has happened three or four times to me.

In regards to the stock, the IPO and transition to the Enterprise/Order System could not have happened at a worse time. There is no telling what it would have done if it IPOed around Thanksgiving! I think the biggest drawback to any tech retailer is profit margin. You really have to move mountains of product at lower expenses to generate any profits. PCCC has and continues to develop their "brand", which will be of the highest importance as we move towards more e-commerce where price and web-site design will win the war. I think PCCC's web site is excellent, especially coupled with their catalog.

Just a thought, it might not be so bad that PCCC has not rocked with the Internut stocks. I would much prefer a stable, growing, profitable company to one that might lose 80% of its value in one trading session. Lets just hope PCCC can begin an uptrend after a little consolidation now.

Regards, Tobman
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