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.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (46535)	2/1/1999 3:29:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Downsouth, I have not been reading the thread all that long, but the basic premise is that unit growth (for the boxmakers) will not be sufficient this year to offset ASP declines. They also talk fairly often about channel stuffing (again). Burke's earlier post to Jim McMannis on this thread sums it up nicely. I get the feeling these guys have been talking about this for some time. The thread did get a mention in Sunday's NY Times business section, they uncovered some discrepancies on how MU reported sales. Regards, John PS - One of them stated that if Dell's numbers are not perfect, they take a quick 30% haircut. Thing is, that only resets the price back to the middle of December... <gggg>