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.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: ed who wrote (10619)	12/9/1997 4:52:00 PM
From: Thomas J. Smith	Read Replies (1) \| Respond to of 97611

COMPUTER SALES UP..................................... The big problem with this talk, is the fact that cutting prices to get computer sales up, will now start to cut into the profit margins. The two main COMPUSA's in the NY area have indicated that sales are way down from last year at this time(especially with the CPQ units). That would explain the reason for the early (before Christmas by 3 weeks) price cutting by DELL last week. If sales were doing good? Why cut the prices? Answer: Machines are not moving and the built up inventory will be carried into Jan.

To: ed who wrote (10619)	12/9/1997 5:03:00 PM
From: John Koligman	Read Replies (3) \| Respond to of 97611

Ed - From reading postings on the Oracle thread, it looks like Asia is not the whole picture. From what I can gather, Oracle's license revenue grew only 3% this quarter, and that number is what most likely cause the wholesale dumping today. John