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

To: davesd who wrote (25417)	1/18/1998 7:17:00 PM
From: Skeeter Bug	Respond to of 132070

dave, a couple salient points. 1. this isn't like all other pc price erosions - it is much more rapid and, therefore, based on different market dynamics. 2. without further reductions in component prices either sales growth tapers off or margins get whacked. good luck.

To: davesd who wrote (25417)	1/18/1998 8:13:00 PM
From: Earlie	Respond to of 132070

Dave: Thanks for reference. It reads as if it was written by some of we dastardly bears that hang out on this thread.....about six months ago. I know that we've all been watching this PC melt down take place for well over a year, and writing about it to boot, but we've also been in a market that has steadfastly refused to do its normal discounting thing, hence it's been expensive being a bear. I'm probably doing my normal "early" thing again, but detect a significant shift in the winds. The pros are becoming antsy, and several of my acqaintance are heading for the exits and sidelines. They are also (finally) paying attention to actual circumstances and recognizing that Asia is going to bury its footprint into the market's neck. I'm with Magner....I think the next month or two provides a definitive thorn in this market's hide. I also think it's time to build short positions. Best, Earlie