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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote (163)3/26/1998 9:30:00 AM
From: Mark Oliver  Read Replies (1) of 2025
 
With the coming new OS cycle for Widows and NT, at what stage do you all expect to see PC sales fall off as purchases are delayed? An interesting event when you see a big effort to clear inventory. Maybe this move is a push in advance of an expected slow down?

If so, could this extend the cycle PC component suppliers are seeing do to the BTO conversion, only to be followed by a roaring comeback?

Regards,

Mark
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