Stockchase Opinions

Howard Sutton CDW Computer Centers CDWC-Q TOP PICK Jan 07, 2003

Top Short When its over $50, short it. Last year had a bubble in revenues caused by Windows XP one time licensing. Their Hewlitt Packard business will disappear.
$46.240

Stock price when the opinion was issued

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She bought more CDW on the Dell news today, because PCs were a $1 billion more than they expected and PCW has 30% exposure in PCs. They ahve a great business mix, changing to software and services which boast higher margins. Last quarter, it sounded like PCs were bottoming, so this is set up nicely.