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Politics : Ask Michael Burke

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To: Skeeter Bug who wrote (41095)	12/28/1998 8:58:00 PM
From: Shane M	Read Replies (1) of 132070

Skeets: On CDWC: I was within a hair of going long on this company way back around $40, and if it would've stayed below $40 for long enough for me to get up my nerve I would've bought. I can't recall what I thought the co was worth at the time, but I was surprised when it hit $75, and am amazed that it made it to $90. If you look at their mix of sales, CDWC is heavily dependent on laptops. Desktops are a considerably smaller portion of their business, but I remember thinking at the time that if laptop prices come under as much pricing pressure as the desktops - watch out! Your mentioned that Toshiba drops prices 14% may be the talisman to usher in that era? Shane

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