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Technology Stocks : CDWC
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To: dowman who wrote (59)2/8/1999 4:55:00 PM
From: yard_man  Read Replies (1) of 189
 
Man, congrats from being short from 109 ...

Compare CDWC to the other players in distribution, check especially price/sales -- CDWC's price is stratospheric ... they've had good growth and reasonably good margins ... however the huge run they have had was way overdone ... in the last report it said they increased the sales force by 58% (?) while they expected increased pressure on ASPs (bye bye margins) ... it is PCs and what happens to them that will drive the stock price down even further from here
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