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Technology Stocks : PC Sector Round Table

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To: Frodo Baxter who wrote (1346)1/4/1999 9:52:00 AM
From: Yogi - Paul  Read Replies (2) of 2025
 
Lawrence,
Anyone care to speculate on the potential effect of a sub 100 yen/dollar and the potential for weakness in euro/dollar on pc component prices and the pc sector in general?
I seem to remember quite a number of projections of 165-190 yen/dollar rates during the summer but here we are approaching 100.
Basic question: How would a weak dollar vs. yen and eurodollar affect the PC sector?
Feel free to Wild Ass Guess, speculate, and project. I don't even have a working theory to start with.

Thanks,
Yogi
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