Rock, Mask in all this talk of a PC slow down, is the fact that DELL is taking market share away from everyone else. While DELL did miss their rev. number they said that they have the largest demand in the pipe that they have had in years. Also, have we heard from INTC yet concerning this slow? NO! It's the weak or confused players CPQ, HWP, MUEI, that warning or getting earning est. dec.. Also, the computers stores are finding out that they can't sell white boxes to make up for the loss to on-line sales, less and less buyers are going to the stores to buy software, (heck you can download Turbo tax for states in 6 min.) they are buying on-line. Less traffic, less computers sold. DELL is opening a mega online store Wed.s which will add to this trend.
re: . I almost wish a big correction would come so we could get over it, wash out the bears, and get back to a bull market.
Nothing worse then a slow grind down, this correction ( I hate that term by the way) looks to me to have weeks to go. :(
Greg |
