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Technology Stocks : Compaq

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To: michael c. peterson who wrote (1345)12/17/1996 5:40:00 PM
From: Malladi Prasad   of 97611
 
I have been to local COMPUSA, Circuit City, Good Guys and Computer
city over the last weekend and yesterday. I was amazed to see
PC isles empty. Even the sales guys told me there is'nt much PC
business. This is in the silicon valley , California where
there are supposed to be lot of PC nerds and geeks always looking for
"neat" gadgets to play with.

One thing I noticed though is that WEBTV is selling well. I tried
the webtv myself and was very impressed with its VCR like simple set-top box and remote control.

I bet this WebTV will be very popular with 68% of the non-pc
savvy households who are comfortable with TV like look and feel!
One sales guy admitted that every WebTV sold is one less PC sold!
Think about that! 97 may be a volatile year for PC-makers and their
chip suppliers.
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