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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Glenn who wrote (14998)	3/1/1999 1:40:00 PM
From: Jorj X Mckie	Read Replies (3) \| Respond to of 90042

Grub 15000 Just to get back on topic: Quick P&F read on POWI. Lots of support at $21, but trending down. Likely cause is overall market weakness. Hey, but it has positive earnings!!!

To: Glenn who wrote (14998)	3/1/1999 1:41:00 PM
From: Junkyardawg	Respond to of 90042

I just wanted to be poster # 15000 :-)dawg

To: Glenn who wrote (14998)	3/1/1999 11:22:00 PM
From: Stash	Read Replies (3) \| Respond to of 90042

Glenn, <Didn't occur to me that computer sales are down because people are waiting on the PIII. That might explain Dell and CPQ. If that's true, second quarter will be gang busters for both> P111 probably has an effect on sales, however, computer sales have been historically slow in the first quarter. Here is a 5 yr chart of cpq that seems to correlate year by year to a Q1 slow down????JMO quote.yahoo.com This chart of dell is not as evident as cpq's but has the same trend. quote.yahoo.com BTW, I think you are right on about Q2 sales. It will be fun following this to see if it plays out. Regards,Stan