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Pastimes : Ask Mohan about the Market
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To: Zeev Hed who wrote (16380)9/10/1998 11:50:00 PM
From: Carl R.  Read Replies (1) of 18056
 
Zeev, my problem is that for a variety of reasons including low price and Y2K problems I expect unusually high PC sales for the next 12 months, even in a recession. I believe that these PC sales will be sufficient to absorb excess drive and memory capacity, if not CPUs. Thus I expect continued strength from SEG, MU, and INTC, and I believe that the equipment makers are either at the bottom, or closing in on one.

Carl
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