Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Tom Markowski who wrote (7916)	12/6/1997 12:52:00 PM
From: Pancho Villa	Read Replies (1) of 9285

TM:>>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.<< Tom, what can I say? you getan A+. IMO this probably also applies to MSFT. They may just be barely starting.... probably should buy my msft again at some point ..... Pancho

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