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

To: Elwood P. Dowd who wrote (50332)	2/27/1999 2:49:00 PM
From: isdsms	Read Replies (1) \| Respond to of 97611

My perspective is the one year I have held Compaq. Ira

To: Elwood P. Dowd who wrote (50332)	2/27/1999 2:56:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

el: The INTC scare is premised - as I understand it - on the perception (a) that PC's sales are slow and (b) that AMD is eating Intel's lunch in some of the low-cost configurations. The point analysts have been making is not that PC unit sales are slow but that growth in reveneues is slow or slowing. So INTC is serving an expanding PC market if you count the units. Furthermore it is at the beginning of a new product cycle. I don't have an informed opinion on the strength of the AMD challenge - but this is not the first time that AMD has put in a challenge to INTC, had momentary success and seen its share price rise. I should know, I have bought AMD before on these rises - usually on Merrill Lynch recommendation to me. But invariably, INTC crushes the challenge and AMD price sinks like a rock in water. Maybe this time will be different but I would place my bets on INTC. I'm thinking of joining Jimbo and buyng some INTC next week - too bad they don't still have warrants.