PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: dumbmoney who wrote (101)	3/20/1998 3:20:00 PM
From: Pierre-X	Read Replies (2) of 2025

Re: Your deeper thoughts You said: Slack demand, especially for the high-end stuff ... The market appetite for the latest and greatest is not what is was in years past. And of course, the Asia troubles don't help. Yes. But, this does not help us. I am challenging you to think deeper. Why is the demand slack? Why is the appetite not as it was? How will Asia's troubles resolve themselves? There is good to know these things. Then and only then will we be having a handle on what is to come. I have formulated my own theories about the structure of the current PC market here on the thread and on my website. Do you agree? Disagree? Why? God bless, PX

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