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To: rhet0ric who wrote (14333)6/5/1998 4:06:00 PM
From: Bill Jackson  Respond to of 213182
 
rhetOric, Thanks. The summer might be a bit flat until September, what with the Wintels crashing all around to unprecedented low prices and little new buying from stoonts until school starts in September and the stores will avoid excessive inventory as it is a killer when pricescrash and that lesson will be plastered into their buying habits, lean stocks. True it will give a kick at quarters end, but will that be enough to compensate for July/August's flatness?

Bill



To: rhet0ric who wrote (14333)6/6/1998 10:30:00 AM
From: c-man  Respond to of 213182
 
<OT> rhetOric, I think you're right in all three of your conclusions FWIW...

c-man
===========================

> 1) Prospects for this quarter do look a little dim. I'm worried that
> desktop G3 sales might slow down, since the line is now three
> quarters old. We'll see.

> 2) At any rate, as Eric said, if this quarter > tanks, the next one > will be a doozy, with both PowerBook and iMac
> sales kicking in.

> 3) Might make for some good trading or option plays.


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