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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (89087)1/31/2001 11:31:01 PM
From: Knighty Tin  Respond to of 132070
 
m, When they start talking revenues without talking margins, I get scared. I know that I would be avoiding margin talk, too, if Compaq was about to make a push into my industry. CPQ may be unsuccessful, but there is no doubt in my mind that they will cut prices in the short term. When you have margins like EMC has, competition will eventually show up from the Moon. <g>



To: mishedlo who wrote (89087)2/1/2001 11:48:53 AM
From: Earlie  Respond to of 132070
 
Mis:

Shorted it yesterday, but due to a quick fall, I was forced to clear it for a nice profit. (g)

I will be there for more on any bounce. The storage business isn't immune to the current soggy environment.

Best, Earlie


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