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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (14623)3/4/1998 11:00:00 PM
From: Bilow  Read Replies (1) | Respond to of 18056
 
Maybe some of that demand reduction is due to the box makers
running their shops leaner. Less inventory for the same production.
That is what they have been talking about, and would mean the
computer production rate isn't that much hurt.

As far as a panic tomorrow? I don't think so. Panics seem to
always follow a few days of losses like the 200 point I expect us
to have tomorrow.

I'm long ADEX and RGFX, that I picked up today. Wish me luck,
and luck to all.

-- Carl



To: Zeev Hed who wrote (14623)3/4/1998 11:02:00 PM
From: Bonnie Bear  Read Replies (2) | Respond to of 18056
 
Well, yes. I think they've reached the point where they're trying to sell computers to people who don't have electricity and can't read.
-ggg-



To: Zeev Hed who wrote (14623)3/5/1998 4:01:00 AM
From: Real Man  Respond to of 18056
 
Nah, Intel saw the competition, and dropped the prices on their
processors a lot, several times. Their price cuts were steep and
were aimed at killing the competition in order to prevent their market share. Everybody suffered. At least that's why I ran
away from CYRX before it became NSM. -Vi


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