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

To: Loki who wrote (19442)	3/4/1998 10:18:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

low key......very nice

To: Loki who wrote (19442)	3/4/1998 10:35:00 PM
From: Roads End	Respond to of 97611

Loki...This clip from TSC kind of adds up. When looking at the new earnings estimates compared with last year's first quarter, it's like night and day. Last year, Intel earned $1.10 a share. This year, it seems as if the sub-$1,000 PC market, the Asian economic crisis and the hard-nosed PC manufacturers have all conspired to knock Intel for a loop. According to Mercury Research, a Scottsdale, Ariz.-based tech research firm, Intel's chips are used in 75% of the cheaper, sub-$1,000 computers. If the trend in the market is for lower PC prices, that's going to affect any company's margins, even one headed by Andy Grove.