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To: Father E. who wrote (9463)	7/8/1998 12:54:00 PM
From: slipnsip	Read Replies (2) \| Respond to of 164684

What are the guesses for the close?? At the lows or at the highs?? Hasn't managed to really rally yet???

To: Father E. who wrote (9463)	7/8/1998 1:23:00 PM
From: umbro	Respond to of 164684

Bid Daddy, but what is the impact on computer sales? The reports I've seen say that Win98 created an order backlog in PC's, as customers delayed PC orders, so they could have the new (full of bugs) Win98 OS installed. Not a prob - MSFT creates a patch release, just in time for the XMAS buying season. PC sales are largely a function of prosperity: as long as folks are making big bucks on their stocks, and interest rates stay low, there's no reason to expect a big slow down. I don't think the US PC box makers had a lot of sales in Asia ... Asia has local clone makers over there that do just fine. PC sales growth rate is about 15% more/less. Asia crisis has dropped the prices of chips and assemblies ... so margins should do just fine. DELL is the stand out ... Compaq is still figuring out how to digest recent acquisitions.