Compaq Message Board - Msg: 3788014

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Technology Stocks : Compaq

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To: JEFF GREGERSON who wrote (22787)	3/20/1998 11:08:00 PM
From: van wang	Read Replies (1) of 97611

I think a better comparison is box makers to disk drive makers incidentally, share prices of disk drive makers have been cut between 50% to 70% before they have stabilized since they reported inventory glut and pricing pressures....commodity products what is compelling is that the component makers appear to be leading indicators for demand and overcapacity...the dynamics are very similar...the problem is that they have yet to pull out of their problems which does not bode well for box makers ... because its too competitive to keep profits from discounts...and demand has not increased to work off overcapacity I actually think that temporarily switching from CPQ to SEG may be a good idea and still participate in the PC growth...SEG has got 6.73 in cash...then swap back in when things clear up abit

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