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Technology Stocks : PC Connection, Inc. (PCCC)
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To: Mary Henry who wrote (142)2/10/1999 10:23:00 PM
From: Albert Mou  Read Replies (1) of 180
 
Well,guess the stock movement sort of disappointing. A few reasons - all direct-marketeers (except DELL) swooped down dramatically. CDWC lost almost 50% of its value, NSIT also lost huge. Compaq is selling PC directly through its website. On-line computer sellers all got in trouble. MZON, ONSL.... It will be an extremely competitive market for
selling PC on-line. Not many vendors could make money. PCCC is still a better company than CDWC and NSIT (as far as valuation is concerned). PCCC merely makes 5% of sales on line. So, it will not be comparable against MZON, etc. The $64 dollar question is how PCCC maintain growth among heighten competition.
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