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Technology Stocks : Compaq

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To: Stan Standridge who started this subject9/21/2000 10:37:25 PM
From: George Elliott   of 97611
 
Banc of America Analyst King on PC Demand, Intel: Comment
9/21/00 4:36:00 PM
Source: Bloomberg News
San Francisco, Sept. 21 (Bloomberg) -- Kurtis King, computer- industry analyst at Banc of America Securities, comments on Intel Corp.'s warning that its third-quarter sales will fall short of forecasts. King's colleague, Banc of America semiconductor analyst Rick Whittington, covers Intel.

''It's been clear that Europe has been a soft area for PC vendors for some time. I'm not sure that there's any real news in that sector being soft for Intel as well. I still don't think the overall demand environment is much different from what my companies expected entering the quarter. What I keep hearing most of all is how strong servers and notebooks are (throughout the world).''
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