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Technology Stocks : Compaq
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To: jim kelley who wrote (42926)1/10/1999 10:38:00 PM
From: rudedog  Read Replies (1) of 97611
 
Jim -
If only 25 million PC have been sold this quarter where are those 33 million processors going?

Some possible answers -
1 - they are going into 2-processor and 4-processor systems, which are making up a larger share of the overall mix.
2 - the estimate of 25 million PCs is low

I'm sure there are other possibilities. Maybe there's still time to adjust your strategy so you don't actually lose money.
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