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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: accountclosed who wrote (16234)1/19/1999 2:08:00 PM
From: yard_man  Read Replies (1) of 86076
 
The amount of info we now have on the PC biz looks pretty conclusive to me. If CDWC is buoyed after it reports, I will reload and I may buy a few INTC puts ...

1) Margins are shot to heck.
2) Channel is stuffed.
3) Sales growth has a good chance of disappearing later this year.
4) Anybody in the biz is trying to expand into other areas.

Who cares if unit growth is lucky enough to make double digits when the ASPs are falling like they are?
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