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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (75429)	11/15/1999 12:51:00 PM
From: MythMan	Read Replies (2) \| Respond to of 86076

Haven't we been saying wait until after Christmas for three years or so? -g-

To: Earlie who wrote (75429)	11/15/1999 1:31:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 86076

Hi Earlie, "- the PC inventories hit a new record (third year in a row of "Christmas overbuild")." Surely you are not talking about Best Buy and CompUSA who have been burned to death in the past by over stocking inventory. PC inventories could be increasing because the unit demand is at a higher level than last year. "- Corporate buying, which has been in vertical descent all year, REALLY cuts off. " No way. The exact opposite might happen. Y2K budgets have been hugely overstated (in CYA management land) and there will be visible excess in this budget item towards year-end. Could see a redirect of the excess Y2K funds to year-end hardware purchases.