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

To: ed who wrote (8931)	11/14/1997 3:05:00 PM
From: Box-By-The-Riviera™	Read Replies (3) \| Respond to of 97611

Those component costs, for the most part, will be passed on to customers, period. They will still be a growth company, but not at this value.... Joel

To: ed who wrote (8931)	11/14/1997 4:08:00 PM
From: Maxer	Read Replies (3) \| Respond to of 97611

Reduced demand? I have heard more and more talk of a slowdown in the economy which we are either in or beginning. With a slowdown, consumers and corps tighten up, don't buy durables. With no major softgrade demands on the horizon, it seems quite possible that there will be a slowdown in computer sales. I worry about this. I hope I'm wrong. I have a ton tied up in CPQ and INTC. There's a great profit margin on the sub 1k and other models, but will there be a reduced demand? Now I know that Compaq is taking more and more of the market share, but if that market is "growing slower", where does that put us? Do the projections we read take a slowdown into account? What hard information is there on this? All comments welcomed.