Skeeter, I agree that it's sorta like BFD. Also, since we're talking about -.02, .0, +.02, etc, there's all sorts of wacky stuff that can flip things either way. But "the story" that ASP's may have risen sequentially or that they will ship more sequentially - it's old news. That's probably why it went from 52 to 80 over the course of their quarter. ASP's held. PC demand didn't look problematic until DELL, CPQ, MUEI and people started thinking about effects of PIII shifting orders out. I mean, if one of these bull analysts suddenly comes out acting "shocked, shocked" that there's a chance they can post a profit, he's either a nitwit or he should get over his fear of opening up a spreadsheet and running some scenarios.
And the thing is, you just know that these analysts are going to get all hot and bothered about something that if they were doing there jobs right wouldn't have been that surprising and really doesn't change the big picture that much.
Good trading,
Tom |
