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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (680)8/22/1996 8:55:00 PM
From: K. Law   of 132070
 
Michael D Burke

Do you think the drop in components price can give PC manufacturers
better profit margin for the coming quarter? Also, if most of the US
corporates upgrade their PC to Pentinum next year, I can hardly see
any chance this sector will miss EPS. Also, because of internet, there
is a growing market for the NT server.

Based on these factors, do you think it is still good to short PC
manufacturer stocks?
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