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Technology Stocks : Egghead Computer (EGGS) -- Ignore unavailable to you. Want to Upgrade?

To: SAMOA1 who wrote (6036)	1/21/1999 7:41:00 AM
From: Anaxagoras	Respond to of 8307

Hi SAMOA1. <<And you know how volume work, as ONSL lose ground, the other guys eat it up.>> Right, and unfortunately that will apply to EGGS. That's the nature of this incredibly competitive business. <<Americans certainly bought more computers-new/refurbish, and if ONSL didn't sell it to them, someone else did like EGGS, UBID, etc....>> That's a good point; if the supply of refurbs/surplus was constrained, what did folks do if they weren't able to feed their demand? (1) went elsewhere, or (2) shelled out more money and bought new, or (3) held off. With respect to the supply side of the equation, part of what happened at ONSL was that the company spent more money to acquire the surplus/refurbs and ate the difference, cutting into their margins. <<EGGS should report higher sales/revenue. If sales/rev are bad, don't you think management would of hinted already--EGGS mgt doesn't like to hype in my opinion.>> Oh, I entirely agree. I hope I haven't suggested anything different. None of those in our little prediction tally, for example, thought that revenues would be flat or lower than the previous quarter. That would be hideous, and I see no grounds for thinking that happened. Anaxagoras