Barry Hyman Pc Quotations

I think this last quarter proves out that their business model works versus Gateway, versus Compaq, versus other PC box makers,

Today, the catalyst in technology was the report that PC sales in the second quarter slowed. The PC sector feeds into the semiconductor sector, which feeds into other parts of technology.

It's a very tough environment for technology. There's no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.

The market is going to remain on the defensive and start to look at this developing technology story. To technology, that story is very important. It filters throughout the whole chain of PC sales to companies that produce chips.

The market is going to want to see in those numbers some clues that the PC market is picking up post-Y2K.