Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : CompUSA (CPU) -- Ignore unavailable to you. Want to Upgrade?

To: TH who wrote (3012)	10/25/1999 1:52:00 PM
From: AJ Berger	Read Replies (1) \| Respond to of 3187

Thurston, chip and component pricing is not a short lived factor. this is because all foundaries have their chips allocated for the next 4 months, that means every chip being made is already sold! that fact, coupled with the projected PC demand growth for the 1st quarter of 2000 by corporate buyers, and a renewed upgrade cycle inspired by PC133 based machines, and P3 notebooks, will squeeze whatever limited production is allocated to the limit. I doubt CPU will see much positive growth in sales or revenues for the next 6 months. People who buy this historically cheap stock, thinking it will do well going into the Xmas cycle are deceiving themselves. I'm am not short this stock as only a fool should short a $5 stock. With 10% of CPU shares still in short positions, this stock will go up more from short covering than on it's own merits. Keep in mind that as this stock goes below $5, many long positions will be closed from margin calls, while the shorts will stay short. If you have not made a position in this stock yet, then you should consider another idea. Those idiots on Yahoo hyping CPU to $20 are probably just stuck with shares they got in the teens and are desperate to get out after averaging down so many times.