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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: PeterR1700 who wrote (8203)	10/30/1997 2:30:00 PM
From: Rosemary	Read Replies (1) \| Respond to of 97611

Peter, You did good. You'll look back on this and say, wow am I a good market timer or what! If this isn't the lowest price for this stock, I'll eat my hat. BTW folks, for you all that don't live in the great State of Texas, Compaq just bought the rights to the Summit where the also great Houston, back to back champion Rockets play. And the Champion Comets. I think its called the Compaq Sports Center now for the next 6 years.

To: PeterR1700 who wrote (8203)	10/30/1997 3:09:00 PM
From: ed	Read Replies (1) \| Respond to of 97611

Interesting stories, 1) outlooks of chip industry bright in 1998, 1999, 2000. 2) CPQ and DELL were downgraded . What products are going to use the chips most ? Of course computer related products, i.e PCs, networkings, Modems, CPUs, Memories, I/O , VGA, Panel controllers, audio chips Power Management IC , DSP ....etc. If the chip industry looks bright in 1998, 99,2000 , this also means we will have a big and very big expansion in the PC market, so that we have more applications related to the PCs, and need more of those hardwares for pc related applications, i.e video conference, communication, ...etc, that is why the chip industry looks brighter in 98, 99, 2000. But, something strange enough is that the outlook of semiconductor industry is bright , in 98, 99, 2000, while the pc business, where PCs and its related products used most of the chips ,was downgraded. What kind of analysts are those? Did they really know anything about the industry or the market in general ???? In the South East, as long as the Chinese, and Japanese markets are in good shape, things will be as usual. The S.E. Asian countries counted very little of those high tech. business from the US, while with depreciation of local currency, the labor cost will be much lower for US products (shoes, bags, ...etc) manufactured locally and shiped to somewhere else which is the market for much higher profit. That is the rule of the ball game, and will also reduce the inflation in the US. Now, FED has room to drop the interest rate in the months to come. Increase productivity is the way to reduce inflation, i.e high salary with high productivity. To reduce inflation by increase rate and reduce consumption is just rediculous. To increase productivity, computers are the must !!!!!!!!!