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

To: Knighty Tin who wrote (30338)	7/29/1998 1:00:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Not wanting to be a devil's advocate here, but won't the bulls just attribute that to seasonality. Was there any slowing in unit growth beyond what one would seasonally expect? Component prices drop because of overall demand in the sector or overproduction of components, right? Is the reasoning of the bulls that component prices are falling faster than PC prices can provide oppty for temporarily better margins simply circular reasoning? Give me your bigger picture of the cycle for both components and boxes. If JIT is not exactly JIT then won't the aftermath of the Christmas season be a more appropriate time to swing hard at your beloved GTW (supposing the stock-price is still in la-la land)?