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Technology Stocks : Compaq
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To: rudedog who wrote (61832)5/21/1999 11:57:00 AM
From: John Koligman  Read Replies (2) of 97611
 
One reason that I have held on with Intel this year is what will occur in the second half. With Geyserville for laptops, and Camino/RDRAM, and the assumption that things are on track with these new products, we could see a nice round of buying in the PC sector. The question marks in my mind are pricing and Y2K. It will be an interesting second half. Do you have any thoughts here? In my mind, PIII so far means very little due to it's incremental nature over PII, but with these new technologies, we get a real performance boost.

Regards,
John
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