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

To: James R. Barrett who wrote (20490)3/7/1998 9:28:00 PM
From: RANDY DAVIS  Respond to of 97611
 
James Barrett, You are very correct in what you say but I don't believe that you fully understand what you are saying. Yes, PCs are getting dirt cheap and therefore, demand will be much higher. Hence, more volume makes up for margin loss. Also, believe that Compaq will definitely be one of the handful left when all is said.



To: James R. Barrett who wrote (20490)3/7/1998 11:19:00 PM
From: Jerry Ginz  Read Replies (3) | Respond to of 97611
 
>>the days of huge earnings growth in PCs is gone forever.<<

I agree. Not only are the prices very cheap, but for most PC users there will never be a need to have processors faster than the current ones. Most people and businesses use PCs for spreadsheets, word processing, and the like.


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