SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Dulane U. Ponder who wrote (10005)12/2/1997 4:07:00 PM
From: hpeace  Respond to of 97611
 
it's from his voodoo master in Haiti...



To: Dulane U. Ponder who wrote (10005)12/2/1997 4:14:00 PM
From: Wally Mastroly  Read Replies (2) | Respond to of 97611
 
Not sure if Kurlak is drawing a conclusion based on chip maker data or has direct sales data from the computer makers?

"-- Also, growth in the semiconductor industry's end markets, such as workstations, personal computers, wireless and telecom switching, was decelerating slightly, he said.

-- ''Generally they are ordering less,'' Kurlak said. ''The companies that sell to those companies are telling us this.''



To: Dulane U. Ponder who wrote (10005)12/2/1997 6:29:00 PM
From: Dr. Doktor  Read Replies (2) | Respond to of 97611
 
I listened to the Kurlak's C-Call and didn't hear him say anything about declining PC sales, in fact he deferred to Lucy Painter as ML's expert on PC sales. He did say that the sub 1000 PC will not increase total unit shipment but would displace higher priced machines. He also said that the dsp chip content of newer machines have decreased.

Regards,
DOK


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News