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

To: rudedog who wrote (58079)	4/15/1999 4:37:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

From the Intel thread. I wonder what the percentages have been for CPQ and Dell, and if they are changing to support what this poster says... John To: Tenchusatsu (79267 ) From: Paul Jamerson Thursday, Apr 15 1999 3:39PM ET Reply # of 79296 >> Scumbria, if your prediction comes true, and $299 PC's start to >> dominate the market, who is going to be positioned for this shift? My opinion is the $299 PC will not dominate the market. But the market is moving away from the most expensive PCs. This has happened in the consumer market and is beginning to occur in the business market. My wife is CFO at a company which is presently looking at upgrading their PCs. In the past the discussion was alway to purchase the high end PCs to extend the life of the product. The strategy for this next round of purchases would be about 50% lower end, 20% mid-range, 30% very high end. Purchase will in the range of thousands of PCs. If all other companies take this approach, it will be bad for both AMD and Intel unless the volume increases.