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

To: Earlie who wrote (43900)	1/19/1999 8:14:00 AM
From: geewiz	Read Replies (2) \| Respond to of 132070

INVENTORY REDUCTION COMPUTER SALE!! biz.yahoo.com Tuesday January 19, 7:48 am Eastern Time Officemax Says Charge To Account For Liquidation Of Discontinued Computer Inventory Where did all those computers come from?? later, art

To: Earlie who wrote (43900)	1/19/1999 10:26:00 AM
From: valueminded	Read Replies (2) \| Respond to of 132070

Earlie Given the above,(lackademand) and lots of liquidity in the market, what kind of strategies do you see as enabling one to profit from this information. ie Long term puts on Micron / Gtw / etc for example. Cash is risky as I can see a devaluation of cash as a reality as long as A (print more money for the market) Greenspan continues his ways. thanks

To: Earlie who wrote (43900)	1/19/1999 11:12:00 AM
From: gbh	Read Replies (1) \| Respond to of 132070

and one has to wonder why the corporate sector would be motivated to buy the hot expensive machines as opposed to the low cost but equally effective machines. Earlie, this statement flies in the face of DELL's success. They sell primarily to businesses and the government. And they don't even have a sub $1000 offering. You must remember that businesses are on 2-5 year upgrade cycles. So when they do buy, they will rarely buy low end for fear of being obsolete that much sooner. This has always been the case, and is not changing now. The fact that the application you are looking for, doesn't exist right now, means little. If it shows up 6 months down the road, businesses have to ready be just in case that app requires more horsepower. They will continue to hedge bets here, and not buy low end. Answer is that they aren't and won't, in spite of what the nerds try to suggest. M.I.S. types are moving up the learning curve. (g) Hey, I'm one of those nerds <g>. But don't give the MIS guys to much credit. They have much more at stake buying low end and getting burned, than buying mid to high end, and covering there butts. Regards, Gary