Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Gottfried who wrote (17377)	3/8/1998 11:10:00 PM
From: davesd	Read Replies (1) of 70976

Gottfried....if INTC, MOT and CPQ have just started to feel the pain...just wait their pain will trickle down to all those who sell them parts. Also, CPQ is not about to sit around and let DELL take over the leadership role in PC's...I will to bet that we are going to see a serious PC price battle in the coming months. I can just see PII 266Mhz selling in the sub $1,000 range and the current $1,000 PC's selling in the $500 range. You have to wonder how the INTC, CPQ and others in the PC business will hold onto their already sliding margins. dave

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