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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (17377)3/8/1998 11:10:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Gottfried....if INTC, MOT and CPQ have just started to feel the pain...just wait their pain will trickle down to all those who sell them parts. Also, CPQ is not about to sit around and let DELL take over the leadership role in PC's...I will to bet that we are going to see a serious PC price battle in the coming months.

I can just see PII 266Mhz selling in the sub $1,000 range and the current $1,000 PC's selling in the $500 range. You have to wonder how the INTC, CPQ and others in the PC business will hold onto their already sliding margins.

dave



To: Gottfried who wrote (17377)3/9/1998 10:17:00 PM
From: Steve Byers  Respond to of 70976
 
well... I got back in (partially) today, at 32 1/2 and covered my small short at nearly the same, and got back in with my 401K at the same price, 100% of it... so now I'm approximately 1/3 fully invested... don't have another buy order in yet, probably will around 31, but will wait a week to see what develops, but will still leave some room for more if things stay weak... good luck all

Steve Byers


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