QUANTUM Message Board - Msg: 2961503

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Technology Stocks : QUANTUM

QNTM 9.940

-0.6%

Dec 5 9:30 AM EST

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To: Paul Reuben who wrote (6719)	12/14/1997 12:35:00 PM
From: John Goldthorp	Read Replies (1) of 9124

Scary predictions for the demise of the PC Industry as we know it ... IMHO, sub-1000 PC is just another evolutionary step in 15-year decline in ASP's for manufacturers Has anyone thought of upgrade potential down road for sub-sized storage capacity in these "loss-leaders". Western Digital and Quantum may benefit here (at better margins). Comp USA too. Other phony reasoning is that low end of market primarily opts for $999 special. Some (many) of these low end buyers drive Firebirds and BMW's not GEOs and Kias. And if mistakes are made, those $1500-2000 Micron, Dell, and Compaq machines (with better price performance) may begin to appeal. Result: Jr. gets the "grand" machine, does homework on MS Works. Dad gets his "two grand" machine, begins to wish he had DVD and a fast SCSI drive. PC Industry including component makers still grow. Biggest risk seems to me is weak yen and Asian currencies. But then again, does anyone remember Toshiba Infinia? That was going to be the demise of the US PC industry in some minds, too! Bears are easiest to find at the bottom. JG

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