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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Gottfried who wrote (15538)	6/3/2004 4:02:45 PM
From: Kirk ©	Read Replies (2) of 95383

There is one thing that has me baffled about this last 6 months. Prices in the sector for most of the stocks are significantly lower than in Dec 2003 yet I just checked Del's web site to see what the PC I bought last Dec would cost me today.. and it is still a bit more expensive TODAY when all is said and done. It was nearly $200 more a few months ago. Dell might have pushed extra hard to make their 2003 numbers, but this seems awfully strange to have something roughly the same to slightly more expensive 6 months after purchase. I wonder if there are items that are hard to make such as the very high resolution 1900x1200 15.4" monitor, the Pentium M 1.5, the 128Meg video, 60GB HD at 7200RMP, wireless Centrino stuff or the memory??? This was all prety hot stuff half a year ago but you would think prices would fall off a cliff by now. I'm not sure where the disconnect is.... but I doubt HP and Dell are swimming in excess profit margins. So why haven't the component costs fallen? High demand? It might be interesting for your plots to chart some sort of "desktop replacement notebook PC" over time where you might get a family of curves showing how the different models roll off with time as they are replaced with new ones, etc... tons of work... but I wonder if the prices would show us anything? I'll see if I can send you a summary of my PC that is on the 2nd monitor in case you are interested in the idea. It sure seems strange.... Kirk

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