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Technology Stocks : Compaq

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To: Kai-Uwe who wrote (9932)12/1/1997 9:15:00 AM
From: Rosemary  Read Replies (1) of 97611
 
Kai,

If this report is actual factual, no guess work, company guided, then it will mean more savings being passed on to the box makers.

They've been talking about flat quarters now for awhile, nothing new.

I read yesterday that "they" (who are they?) expect that 40% of the computer sales this Dec. will be in the subs. And Intel is not inside a lot of them. If any company needed to address this problem, it was Intel. They'll be in sooner than later. Which means quicker price decreases.

Intel selling in the 60's? I'll wait for that. And then an expectation of it being 100 at the end of the year? I can do that too.
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