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Technology Stocks : PC Connection, Inc. (PCCC) -- Ignore unavailable to you. Want to Upgrade?


To: Mike Ankley who wrote (36)12/16/1998 8:42:00 AM
From: bluejeans  Read Replies (2) | Respond to of 180
 
I also asked Tracy whether the supply problems that plagued PCCC last quarter were resurfacing. She said a definite NO! Those problems had been targeted, anticipated and worked out for this quarter.

PCCC did not have in stock the HP Deskjet 722C printer for over 2 months. They now have it in stock. This is a popular model that was advertised by everyone and everyone had this in stock except PCCC.

I finally ordered another printer and they sent me 2 of them (a week apart). This occured at the first of Dec. I am not sure their inventory system is working based soley upon my limited experience and last qtrs. problems.

I have no current position in the stock but have been looking at buying. Where do you see the stock retreating to if they are still having inventory problems?



To: Mike Ankley who wrote (36)12/16/1998 8:56:00 AM
From: Albert Mou  Respond to of 180
 
Mike,

Thank you for the update info. I just got one piece info - one insider (Director) does sell around 15000 shares at $15.50. Well, this move crunched my stomach - I hold a lot ranging from $20 to $6.5. I regretted that I didn't take profit, but never can I find enough reason to based on Price/sale ratio, Price/earning ratio. I am shorting NSIT for hedge, which is least four times more expensive than PCCC in terms of Price/sale.