Compaq Message Board - Msg: 2945610

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Technology Stocks : Compaq

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To: hpeace who wrote (10657)	12/12/1997 12:16:00 AM
From: Dwight E. Karlsen	Read Replies (1) of 97611

steve, what do you think of this "general commentary" from briefing.com: "Street finally reaching the conclusion that Asian turmoil will also have an adverse impact on PC sales... Not surprising in light of the fact that Asia accounts for about 25% of all PC sales... Hewlett-Packard and Compaq are likely to be hit the hardest... Dell's concentration on corporate desktops and its minimal exposure to the region should insulate it from the difficulties encountered by others... In fact, the company (as well as the other PC makers) stands to benefit from lower component costs... However, Dell is vulnerable is to a potential slowdown in capital spending by large multinational companies experiencing earnings contractions due, in part, to the Asian contagion." ------------ Is that "Asia accounts for 25% of all PC sales" anywhere close? The US has always been minority PC players in Japan, and China is also dominated by domestic clone makers. I wonder how briefing comes to their casual conclusion that "Compaq and HP are likely to be hit the hardest"? Comments? DK

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