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Technology Stocks : Digital Equipment Corp. (DEC)

DEC 13.73

-4.4%

Dec 15 3:59 PM EST

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To: Samir Jain who wrote (2608)	12/16/1997 9:14:00 AM
From: Tom M	Read Replies (3) of 3276

re <implications to DEC re Sun & Intel alliance> - "real" impact 2 years + away. "Perceived" impact will probably start today, IMO. DEC should still have two solid years in the highest performance for the price workstations, and then will also have Merced boxes in their own lineup. Perhaps Rob could jump in here & comment on how much more powerful Alpha boxes are supposed to be when the first Sun/Merced box hits (again, side by side with DEC's Merced box). Hasn't been much fun lately, but I felt better when I realized it wasn't just DEC singled out to be punished. Amazing that most techs I follow are 30-40% off their recent highs to compensate for around net 0-15% Asian impact (offset some lost sales with cheaper component costs). Combine that with tax loss selling & you have one efficient margin-fearing machine. Let's hope AG decides to throw a wrench in that machine today by easing. good luck all, Tom

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