Chuzz:
I would like to present some facts to run thru your financial analysis program. It looks pretty futile to refute these statements but perhaps you could review all the data and make a recommendation.
Know your rumor monger:
Here is a partial list of those who are producing, repeating or speculating on the unverified "slowdown"
in the computer industry which began following the CPQ slowdown comments.
1. Cowen and company
2. Manning (don't know him)
3. Roger Kay IDC Corp
4. Mark Lulfas (sp?)of Everen Securities
5. Laura Conigliaro of Goldman Sacks
6. Ashok Kumar of Piper Jaffray
7. George Elling of Lehman Bros
8. Thomas Kraemer of MSDW
9. Janis Payner of CIBC Oppenheimer
10. Kevin McCarthy of Lufkin
11. Sandeep Junnarkar Cnet news
12. Tiara Rath CBS Marketwatch
13. Robertson Stevens Banc Boston
14. Franklin Paul Reuters
15 Eric Auchard Reuters
16. Mihael Kanellos Cnet news
17. Steve Melunovich(sp?) of of Merrill Lynch
(The game is to match what was said to who said it(G)
1. "Concern over next quarters earnings results"
2. "subject of earnings speculation"
3. slashed CPQ estimates Thursday
4. "computer hardware revenues (ibm, hwp)suspect"
5. "Cut price (of IBM) from 210 to 190"
6. Has a "hold" on Dell
7. Less growth, less margin
8. Several analysts have warned
9. that Dell and Cpq may report dips.....
10. Poor reports... hardware growth below plans
11. Worried about slowing growth among leading tech companies
12. A wall street analyst highlighted fears ... of IBM falling short
13. Rumors ...IBM.... will prove disappointing
14 Price competition.... seasonal slowdown.. Asp could be bad news
15. Revenues will be slower than expected
16. Dell downgraded SB to buy
17. "I wouldn't be surprised if Dell pre-announced"
18. Computer sales up 6% yr over yr but down 28% from Dec.
Having been presented with this mind-boggling array of facts and statistics there is no need for talking to any of the companies involved to see whether there is any truth to these rumors even if none have been verified.
The sheer , overwhelming ,mass of evidence is before us.....
The PC industry we know and love is done, finished, kaput Mu, Ibm, Hwp, Dell and Cpq are history
Gateway , Apple and Emachines will rule the industry and set the new standards.
All computers will come in a Cow-box with integral monitor, multicolored, and cost less than $399
I just wish they had told us all this in February so we could bail out when Dell was higher.
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