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Technology Stocks : Intel Corporation (INTC)
INTC 48.16-0.9%10:19 AM EST

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To: Paul Engel who wrote (46725)1/30/1998 7:11:00 AM
From: Road Walker  Read Replies (1) of 186894
 
Paul,

Just thinking outloud, but with the recent reported increases in RAM prices, guesstimated lower RAM production increases out of Asia going forward, it seems to me that the boxmakers are going to have a harder time this year lowering PC prices. The sub 1K's have been enabled by lower component costs, if this trend reverses the boxmakers will have some real problems meeting buyer's expectations.

BTW, if true I think this is bad news, I believe it is good for the industry and Intel to get all those new PC owners, even at lower ASPs.

John
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