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

To: dowman who wrote (59)	2/8/1999 2:56:00 PM
From: Skeeter Bug	Respond to of 189

dow, don't know about cdwc. the industry as a whole has a very large problem. cdwc will not be unscathed when it hits front pages...

To: dowman who wrote (59)	2/8/1999 4:55:00 PM
From: yard_man	Read Replies (1) \| Respond to of 189

Man, congrats from being short from 109 ... Compare CDWC to the other players in distribution, check especially price/sales -- CDWC's price is stratospheric ... they've had good growth and reasonably good margins ... however the huge run they have had was way overdone ... in the last report it said they increased the sales force by 58% (?) while they expected increased pressure on ASPs (bye bye margins) ... it is PCs and what happens to them that will drive the stock price down even further from here