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To: Michael Bakunin who wrote (93256)12/1/1999 2:50:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Michael,

Correct me if I'm wrong, but wasn't the PC Data information just for October? And wasn't it counter to the trend in retail, which has been up all year? I suspect that retail sales would decline just prior to the Christmas buying season.

On Tech Data, their earnings didn't meet expectations, but their REVENUES increased from $3.28 billion to $4.38 billion. I wouldn't interpret that as an industry slowdown.

John



To: Michael Bakunin who wrote (93256)12/1/1999 2:58:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Michael,

I'm still not sure, but PC Data reported negative YOY retail PC revenues, and Tech Data just warned.

Could it be because on-line sales are taking share away from retail? The e-tail (or whatever they're called) companies are claiming big time gains over last Xmas. Michael Dell was very bullish yesterday also. Capellas of CPQ was also this morning.

Tony



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