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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote ()3/16/1998 8:43:00 PM
From: Pierre-X   of 2025
 
PC Sector RoundTable Memorandum I

Here I hope to begin an enlightened dialogue about the personal computing industry. I find the "industry" threads often to be the most informative.

No company exists in a vacuum-all firms have suppliers, customers, and competitors; no company can be truly understood without deep understanding of each of these.

That understanding in turn creates a "sector" awareness which allows us to see what's going on in the forest as well as what's happening to the trees. For investors, this "forest-scale" knowledge is often more valuable than "tree-scale" knowledge.

I maintain a PC-sector news history (currently) here:
users.deltanet.com

My investment website is:
w3.to
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