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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote (879)	9/14/1998 10:04:00 AM
From: Mark Oliver	Read Replies (2) of 2025

<NEC's group sales are expected to fall 7 percent to 2.2 trillion yen ($16.7 billion) because of falling prices of DRAM chips and sluggish sales for other products, the paper said. One bright spot for the company has been the performance at its computer division, where sales of information systems for corporations have been on the rise. > news.com Can we see more of these comments about computer systems sales on the rise? Sure looks like some storage stocks are a good bet if that actually plays out. Also, your idea on Creative maybe a very good one as a play on DVD and other add ons. What percentage of their business is OEM? Regards, Mark

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