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

To: John Koligman who wrote (10479)	12/8/1997 3:55:00 PM
From: hpeace	Respond to of 97611

john, I read it this morning... that's why I posted my post on it being short sited. it assumes that the USA is the only country in the world. look for price dros to move inventory and they are already paid for with 3 q profits,.

To: John Koligman who wrote (10479)	12/8/1997 6:00:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

John: According to the NYT article you provided, it seems prospective customers prefer high-end pcs as opposed to sub 1000,including the the first time buyers.If this is true, i think this will certainly indicate that it is gonna be bad news for AMD and Cyrix and good news for Intel. Since CPQ is very well represented in all segments of the market,this should not affect them all that much.If anything this should be good news for PC makers as they will be able to sell more high-end pcs which obviously has healthy profit margins.Besides sub 1000 seems to be a misnomer as most of the sub 1000 pcs touted do not include monitor,printer and other peripherals.So the good news seems to be that 60-70 % of the total pc sales won't be sub 1000 pcs as reported widely by the press, but rather high-end machines. I guess we just have to wait around to find out the actual figures.