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Technology Stocks : Compaq
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To: Jerry Ginz who wrote (20554)3/7/1998 11:55:00 PM
From: Acid   of 97611
 
I can understand a belief that it will be very hard to make a profit in the consumer PC business, but to say that users have no reason to upgrade is not realistic. People said the same thing with the 486. Software will get bigger and more complex, and this will require greater processing power. People are always going to want the latest and fastest stuff, and Microsoft is always going to push more complex software to get people to upgrade. Microsoft and Intel have far too much to lose to let consumers get comfortable with what they have now. They will both push faster and more complex systems, and the Compaqs and Dells of the world will follow them.
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