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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

3:59 PM EST

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To: Skeeter Bug who wrote (27373)	12/23/1998 2:09:00 PM
From: Fortinwit	Read Replies (1) of 70976

Skeets: ... inacom cited computer reselling as the reason their q4 numbers will suck wind... and not a little... pc glut shaping up??? can you spell "inventory correction?" Cramer writes about this in one of his columns today (or last night). Bottom line is that he sees this as the death-knell of the PC middlepeople... direct sales are KILLING these guys. Makes sense... good for a short (ingram) whether you agree with Cramer or you think there's a channel issue. Appreciate the "devils advocating" you've been doing... F.

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