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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Brent Hogenson who wrote (26478)	6/18/2000 10:37:00 PM
From: DownSouth	Respond to of 54805

Brent, CPQ, CSCO, IBM, SUNW, et al all have difficult Summer quarters, simply because the buyers of IT infrastructure (and the sellers) are taking vacations and generally not as intense as they are in the Fall through Spring months. Sure, they buy, but the big buying decisions are usually delayed until all of the decision makers and purchasing agents are back together. This is often discussed in conference calls. I have heard CSCO, CPQ, and NTAP discuss it frequently. I have also experienced it for many years as an IT sales guy.