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


To: Roads End who wrote (26226)5/15/1998 10:08:00 AM
From: Obewon  Read Replies (1) | Respond to of 97611
 
Good news from Tom Kurlak's negative comments on Intel.

He says that the shift from .35 chips to .25/.18 chips allows CPU manufacturers to increase capacity by 50% but that the market can only absorb about a third of the increase. Ergo, we can expect Intel to lower prices faster than expected. The major computer makers should benefit.

OB



To: Roads End who wrote (26226)5/15/1998 11:53:00 AM
From: Ashley Campbell  Respond to of 97611
 
Looks like we're heading towards 30...which
is where the major options interest is.

-ac