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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Voltaire who wrote (20758)11/29/2000 5:59:46 PM
From: limtex  Read Replies (1) | Respond to of 65232
 
Vol Sorry do take issue but this GTW warning is not normal. Nine days ago they said they were fine. Now they say this? Please this is odd.

Notebook sales are higher and doing great although they have been a smaller percentage of sales that may well increase. And they are selling at higher prices.

People now want portability. More people are using their notebooks while travelling. You can see it everywhere you go and not just in Airports and aeroplanes. Aeroplanes now have power points in the seats. That is significant.

Boxes have had their day but the GTW warning needs a more careful examination beofre throwing all stocks out of the window.

There are bound to be more warnings and so where is the market going to be if we get more big name warnings?

This is now overdoen and the only reason for the near panic this evening is that GTW managment a credible team said it was all OK only nine days ago.

Vol this needs closer examination.

Best regards,

L