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To: Mike M2 who wrote (40470)10/29/1998 11:34:00 AM
From: yard_man  Read Replies (1) | Respond to of 53903
 
DavidG is right, though. Wait for pure insanity. MU at 45 or 50. Then load de boat wi da puts!

PC is a commodity. The fat margins are gone. Everybody has one that will do them now. Any kind of a slowdown will severely impact sales.

There'll be a big Christmas than a slowdown the likes of which even the "number adjusters" will miss terribly.



To: Mike M2 who wrote (40470)10/29/1998 11:57:00 AM
From: Bipin Prasad  Respond to of 53903
 
There's slight sign of life coming back in Korea. But too late for this xmas sale.
They are looking into next yr cycle - June, July and Aug inventory.

InSook



To: Mike M2 who wrote (40470)10/29/1998 12:25:00 PM
From: MR. PANAMA (I am a PLAYER)  Read Replies (1) | Respond to of 53903
 
Willie .... wat you tink bout MU now....GRIM is happy fer shareholders and shorts....


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