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jdaasoc

09/25/02 2:26 PM

#28939 RE: wstera2 #28936

motherboard shipment forecast

Average business computer is 3 years old going on 4. I refer to current upgrade cycle a reaction to existing systems going "snap, crackle, pop".

Zeev Hed

09/25/02 2:59 PM

#28958 RE: wstera2 #28936

In reedit, and USPI got kicked at $23 flat for another $.24, that raised cash well above 20%.

In edit: and here goes the Q, BRCD at $10.43 ($.33), BRCM at $13.94 ($.20), QLGC at $30.01 ($.61), ELX at $13.84 ($.34) and MERQ at $19.40 ($.36). EXPE went at $50.25 for another $.75.

INTU went at $44.20 for another $.36, and CDWC at $44.145 for $.60.

We may get another push, but I really got to lighten up here, started by selling IDPH at $42 flat (just another $.42.

Zeev