Compaq Message Board - Msg: 3586553

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Technology Stocks : Compaq

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To: Andreas who wrote (19020)	3/3/1998 2:22:00 PM
From: John Koligman	Read Replies (1) of 97611

Anyone also notice that according to Briefing.Com, DEC was downgraded today by Goldman Sachs. Just a thought on the backend loading of the quarter - anyone think this could turn out badly simply due to the fact that some buyers (myself included) are not buying now and waiting for the new Intel machines with WIN98 and the 100 mhz bus? 11:00 -- 12:00 ET (Updated throughout the hour)****** Semiconductor Stocks: Merrill Lynch's Thomas Kurlak believes that excess capacity in the chip sector due to slow orders will prompt semiconductor stocks to reach new lows over the coming months; according to Mr. Kurlak, "we don't believe the current rate of PC industry growth will be enough to offset price declines for semiconductor suppliers."..... Pfizer Inc. (PFE) 86 5/16 -1 1/2: Brown Brothers Harriman initiates coverage of major pharmaceutical concern with a short-term "hold" and a long-term "market perform"..... Digital Equipment Corp. (DEC) 54 1/2 -5/8: Goldman Sachs downgrades computer maker and systems software concern from "market outperform" to "market perform"..... John

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