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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: gnuman who wrote (53571)3/28/1999 2:53:00 PM
From: kash johal  Respond to of 1571166
 
Gene,

Re: Paine webber report

If true that units will only increase by 5% - it could be a truly bad year for the PC makers with unit prices declining much more than 5% so top-line revenues will stagnate at best for top PC companies.

May be a good time to short Dell. Just can't see them maintain that PE if top line growth slows.

Regards,

Kash