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Technology Stocks : Compaq

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To: David E. Henry who wrote (8359)11/1/1997 2:52:00 AM
From: chirodoc  Read Replies (2) of 97611
 
<<<<<This aint no rumor. INTEL is cutting chip prices and that benefits
the box makers as they could stimulate sale by lowering prices.

...this week's business week has lots of articles on ASEAN and emerging markets. upshot is that the primary worry is deflation if japan and a few other markets tank.

however, they emphasize that in general there is stiil pent up need for tech.
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