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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Dale J. who wrote (28352)	7/17/1998 2:08:00 PM
From: Joe NYC	Read Replies (1) of 33344

Dale, CPQ has made a temporary mess out of their PC business. They are the largest producer of PC's and they had the most to lose. In 1997 they boasted that they created the Sub 1k market. In 1998 they felt the effects of the Sub 1k. You are assuming that if Compaq didn't get on the Sub 1k bandwagon, their PC business would have stayed stable. That is completely wrong. If Compaq did nothing, their market share would just evaporate, as other more nimble companies step in. The real mess is the the "premium" high priced PCs, where most of the inventory problems happened. Just think about your "premium" PC from last year with $1,500 Pentium II 300. The same CPU is worth $250 now. Just think how much it costs you to have this PC sitting in your inventory for a month or 2. Joe

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