Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Pancho Villa who wrote (7912)	12/6/1997 11:08:00 AM
From: Tom Markowski	Read Replies (4) of 9285

Pancho,... the PC market upside is huge. Asia is just beginning. Everyone in China wants a PC...they are educated people. As for the states...every PC sold today will be replaced in 3,4, or 5 years. You can't say that about TV sets or refrigerators, VCRs or even printers. The bottom line is CPQ and Dell are achieving economies of scale that very few other manufactures can replicate. As for sub $1000 PCs...its just bringing in a whole new user into the market. Mostly children and first time users. They expand the market. In three years Compaq, Dell and HP will be the three main vendors. No one else of size. Gateway and IBM are already falling by the wayside.

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