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To: Earlie who wrote (219215)2/6/2003 10:30:07 AM
From: orkrious  Respond to of 436258
 
Jumped aboard again this am

me too, though a bit "earlie" <g>



To: Earlie who wrote (219215)2/6/2003 5:42:36 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
check out Tech Data post the close. talking about a 15-25% DECLINE in earings in fiscal 2004 (January). i thought there was a tech recovery and a replacement cycle going on. wtf??

i know TECD is a crappy business and distribution is losing share to direct, but jeez that is a big decline and sure does not point to a rebound in corporate capex. and how many people is TECD gonna have to fire??

Cheers



To: Earlie who wrote (219215)2/18/2003 1:57:59 PM
From: Ave Joe  Read Replies (2) | Respond to of 436258
 
Could anyone tell me how to sign up for Fred Hickey's new letter "The High-Tech Strategist? I appreciate anyone's feed back.