Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (39255)	12/13/1998 5:14:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 132070

MB, just sitting here on a quiet weekend thinking about opportunities ahead. So far I conclude that the boxmakers are the best shorts coming up. Reason being that when this Christmas season is over, what are they going to say? If Christmas sales are good, then the question is who would be left to buy a new PC? If Christmas sales are poor, then the question is who would be left to buy a new PC? The ARP is so low already that when they start dumping left over inventory after Christmas, how low are they going? The only positive scenario is if Christmas sales ended up so strong that shoppers have to wait for delivery next spring. Not likely. If you agree with the above, what do you think is the best strategy to take advantage of this potential? Ramsey

To: Knighty Tin who wrote (39255)	12/13/1998 5:36:00 PM
From: Activatecard	Read Replies (1) \| Respond to of 132070

MB, I have been visiting the Best Buy near me checking on which computers are in stock. There are lots of high end CPQ and HWP pII 400 & 450's on the shelves, along with many 333 Celerons. It does appear that low end sales are quite brisk, except for the Celeron which is the low end POS, while the high priced pc's do not appear to be in great demand. Cheap pc's mean lousy margins. Not scientific, just an observation. Steve

To: Knighty Tin who wrote (39255)	12/13/1998 6:12:00 PM
From: Ilaine	Read Replies (2) \| Respond to of 132070

Hi Mike, I took the kids to a computer show today, was walking around looking at the no-name boxes. I decided not. Reason: I bought a no-name box at a computer show several years ago, and it always gave me trouble. No recourse, either. As I posted to Skeeter Bug, sometimes you get what you pay for.