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


To: John Koligman who wrote (21082)3/9/1998 4:21:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 97611
 
John,
Read it again,
7% percent of the retail boxes in the first quarter of 1997 were non-Intel based and now in Jan. 1998 it was 36%!!!!!!.
That's an incredible change...
When Analysts digest that what do you think will happen to Intel's stock price?
COmpaq will work off the glut of Intel based boxes but Intel could continue to suffer.
Jim