PC Sector Round Table Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PC Sector Round Table

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dumbmoney who wrote (110)	3/21/1998 8:53:00 AM
From: Pierre-X	Read Replies (2) of 2025

Re: Demand drivers; Device Bay Now you're thinking <g>. Some good points you are making. But you haven't followed through on the logical conclusions of your analysis. You said: So I guess I don't really know what will drive the business guys to upgrade. IF nothing is there, then the logical play is putting or shorting high flyers like Dell and Compaq, which depend heavily on that upgrade market. They will have to look overseas for sales. We need to really think hard about what it is that will drive upgrades (i.e. killer apps!) Device Bay is a cloud in the sky. Impossible to say at this point what's going on there .. vendors need to rally around it and keep the maginal cost very very low for it to succeed. What happens at ADPT depends on how they handle the transition to 1394. IMHO. God bless, PX

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next