Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: hpeace who wrote (27055)	1/7/1998 5:58:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176388

Steve, As I understand it, Sub Zero refers to the PC segment below $1,000. Wheather it is $999 or $799 or $699 all of that is Sub-Zero. If I am mistaken on this Please correct me. Corp are not buying any Sub-Zeros in the 4THQ, but with all of these new intorductions, there is demand for Copr PC at that price level. Killing two birds with one stone. Lucy Painter is the biggest CPQ bull arround. She came out @ 76c (I think that was the number) last Q right before CPQ reported 71c. She missed so bad that the stocks reaction was to go down. Is she making the same mistake ? She talks about how great the quarter was but does not have a handle on unit growth. Small footnote on that one. She is at a street high 89c the street is at 83c We will know soon. I am starting to think that Guidance will be critical. I know the four are gaining mkt share, But there is more to earnings than market share. My concerns are over inventory and ASP's and the health of the PC market in general. There are a lot of parts of the PC industry that are looking very bad. SEG, what is this their 3rd or 4th warning this year? We will find out on 1/22 Jim Jim