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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (3477)	3/8/1998 4:50:00 PM
From: jeffbas	Read Replies (1) of 78567

My only comment is that 1 1/2 years ago, after much research, I bought a high end Dell - and stupidly did not think to draw the obvious investment conclusion! Also, with @HOME cable modem service and a (slow?) 200 mhz setup, I see no need at all to upgrade my computer ever for current uses. The obvious investment conclusion is that the growth rate of computer sales will likely slow until new applications are developed requiring more power. Admittedly there is room for growth in sales of $1,000 machines to people who have never bought one. But it takes about 3 of such people just to come out even with one purchaser like me for a $3,500 system deciding the old one is fine. I just had a thought - maybe there is more similarity between NIKE and CPQ than you would think - like who needs another ........? If I am at all near the mark, this would not be a good development for the tech industry, or its stocks.

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