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

To: Kai-Uwe who wrote (8260)	10/31/1997 8:12:00 AM
From: Keith Howells	Read Replies (1) \| Respond to of 97611

Kai, I found the following paragraph in your post especially encouraging. Do you know if CPQ is selling their sub $1,000.00 PC's in Asia? -Keith- "The weakness in Southeast Asia will effect companies such as Intel, high-end graphics chip makers, and maybe notebook producers. On the other hand, it will help manufacturers here of such low end components as PCBs, connectors, cases, and the like. Sub-$1000 PC makers could also be especially big winners here,'' said Matt Cleary, associate research director for UBS Securities.

To: Kai-Uwe who wrote (8260)	10/31/1997 11:10:00 AM
From: rich evans	Respond to of 97611

I think the S.E. Asia situation takes a lot of study as to how it affects an individual company. Also one has to ask whether the over expansion and oversupply in Tech in S.E. Asia will create deflation over there(Assume it is) and will The Asia companies try and export this deflation over here by shipping us their oversupply at low prices and if this goes on how would it affect your individual company. Manufacturing costs will be down so if HDCO could be benefited with less costs for their PCB plant in Malaysia or at least not hurt depending on where or to wwho they sell those Malaysian boards.So far with todays inflation report of 1.4% ot seems the deflation from S.E. Asia coming here is balancing out our inflation especially wage pressures and creating a good situation.But for how long? Rich