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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (29606)4/19/1999 1:09:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Brian, [edited] I'm surprised that Japanese PC ASP actually rose more than 1,000 yen. Thanks for the link.

Gottfried
Also, CPQ problems company specific...
The malaise in which Compaq has found itself is not
necessarily sectorwide. Piper Jaffray analyst Ashok
Kumar previously estimated Compaq sales were
down 20 percent from the previous quarter, while
rival Gateway's (gtw: news, msgs) have been flat.
See related story.


cbs.marketwatch.com



To: Proud_Infidel who wrote (29606)4/19/1999 3:10:00 PM
From: Paul V.  Respond to of 70976
 
Brian, Great for Japan and AMAT. If I recall correctly, CEO Morgan stated tha Japan will be the indicator as how Asia and then AMAT will go.

Thanks.

Paul