COMS & the Ghost of USRX w/ other STUFF 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 : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeffery E. Forrest who wrote (8714)	11/6/1997 11:18:00 PM
From: Doug Fowler	of 22053

Hi Jeff: The sub-$1000 PC market is going to get MUCH larger than anyone ever thought possible. With Compaq selling a respectable Pentium-200 for $999 (we know the next step is $899) and a Cyrix-180 machine for $799 ($699 by Christmas ?), we are already getting there in a major way. Another clue is to look at all the on-line auctions (like Onsale, eBay, Haggle, SurplusAuction) selling new and refurbished, very powerful machines for $600 and $700. It's amazing what you can get for $1000 in those places. A few weeks ago, I heard that 25 percent of PCs now sold are in the under $1000 category and that 75 percent are under $1500. Within a year, I wouldn't be surprised to see 50 percent under $1000. Intel's margins will be forced way down. Volume will only make up for part of it. And, I think, a big loser because of this will be Dell, which REFUSES to sell anything for under $1500. I expect a big disappointment from them sometime during 1998. Doug

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next