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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?


To: Howard Bennett who wrote (780)1/8/1998 8:07:00 PM
From: Bald Man from Mars  Respond to of 5944
 
Isn't the next logical step the box makers themselves (CPQ, DELL, GTW, HWP)
to experience earnings problems for this quarter?

No, they get a fatter margin because they can get the disk drive
much cheaper due to intense competition.