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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: accountclosed who wrote (16738)1/22/1999 9:34:00 AM
From: yard_man  Read Replies (1) of 86076
 
It's pretty darn simple, AR. Average selling prices for PCs are dropping, cell phones are free if you sign up for the service -- this means there are huge margins to be had in the electronics business for both chippies and the OEMs ... <VBG>

Looked at GTW's release -- surprised they didn't hit the wall, but if it ain't this quarter for the boxmakers it will be next for sure. I still think April CDWC puts have a good oppty to work in spite of the 'glorious' report. I regret not getting INTC puts on Wed and more MU puts ...
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