PC order will be able to provide the technology the boxmakers need to succeed in becoming more efficient. That is the bottom line. I see that many regard PCOR as the edge for such large manufacturers as IBM, CPQ, and HP to compete with DELL. That is a big component here, but they will provide the means by which they will become more efficient in getting people to buy hardware over the internet. On top of this, they will track trends and deliver this information to their customers, the boxmakers.
The hardware sector of internet commerce is the largest percentage of online sales today, and most expect it to remain that way. I expect revenue growth to expand for PCOR with the boxmakers, the distributors, and the resellers turning toward the internet as a means to reduce costs, to extend the boundary of customer reach and increase business growth. Clearly, PCOR is going to be a champion in this sector, and with time, the stock price will reflect it. The first 12 days have been incredible, and this is certainly a sign of things to come.
We are the dominant force for PC sales over the internet, and our market cap will continue to reflect this.
pcOrder grows as these companies increase sales over the web:
Hewlett Packard Ingram Micro Egghead.com GE Capital VFS IBM Tech Data Entex CMP Compaq Pinacor CompUSA MCI Systemhouse Nortel Networks PC Wholesale GE Capital ITS CompuCom Kingston Technology
Mr. Miller |