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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: BWAC who wrote (15543)	6/4/2004 10:25:55 AM
From: Kirk ©	Read Replies (1) of 95383

I think I found the answer to why the more advanced laptops have not fallen in price. Overall, prices have remained relatively steady, said Merrill Lynch analyst Joe Osha in a recent research report. For the three most expensive chips, prices have declined only 4 percent in 2004, compared to drops of 22 percent and 36 percent in the previous two years. biz.yahoo.com I bought mine in late December when Dell might have been trying to clean out inventory to make better numbers as I got a pretty nice set of free upgrades and a $50 rebate. Now perhaps we have Intel not seeing competition on its PentiumM and Centrino chips? I also have the 128Meg video card in my laptop and I have not seen those advertised much. Perhaps there is a capacity problem with those? Finally, I think the LCD monitors that come with notebooks are still in short supply, especially the very high resolution one I got (1900x1200) to go with the video card. I bet there were many like me waiting to upgrade our desktop PCs that ran multiple monitors with a notebook that was powerful enough to take on the road and do all we wanted but still worked well as a desktop replacement at home. It will be interesting to see if this upgrade cycle is long and slow thus making for the extended cycle we've been talking about for some time yet the analysts seem to think is peaking out now, rather than just getting started. Kirk

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