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 : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (5494)	3/5/1998 11:01:00 AM
From: Mr. Miller	Read Replies (2) \| Respond to of 8002

You may be right, but I hope your not. DELL indicated that PC demand was as strong as ever in their conference call and news. GTW indicated that PC sales in Jan. were robust. I think this is a problem with the other big boys. The INTC situation seems to be a shortcoming from bottom-line chips from Cyrix and AMD into the sub-$1000 PC market. INTC has no chip for that right now, but one will be there in April. In addition, HWP, IBM, and CPQ are clearing house to try to be like MIKE, or DELL in this case. Not buying new chips and sub-$1000 chips are causing INTC to have problems right now. PC sales are unknown at this point, since the shortcoming does not really indicate that the sales are slowing. We'll find that out in about 6 weeks or sooner if warnings come out. It seems clear to me, but you never know... Miller