SI
SI
discoversearch

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 : TECD - Tech Data -- Ignore unavailable to you. Want to Upgrade?


To: Dale Stempson who wrote (448)2/11/1999 5:34:00 AM
From: Judy Muldawer  Respond to of 584
 
I was going to correct your penny error, but you beat me to it! Good news for the sector, IMO.

I've been selling computer "stuff" for 12 years. I don't buy clones from TECD or IM. I don't buy clones at all. We build custom systems and if we are asked for a brand name, it is usually for a notebook or for an HP server.

The Dells and Gateways of the computer world have been around a long time. They are very popular and have never been available through the normal distribution channels (IM, TECD, etc.). I just don't see a large portion of computers being sold by these companies and fail to see a huge impact on earnings. Put things in perspective. The more computers sold by anyone, the more peripherals and software will be needed.

I'm long on both TECD and IM. Own many thousand shares.

Judy