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Technology Stocks : How high will Microsoft fly?
MSFT 478.52-2.8%Dec 10 3:59 PM EST

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To: randal sexton who wrote (331)10/24/1996 5:40:00 PM
From: Alan Buckley   of 74651
 
Saying "NCs might be able to to <what PCs already do well>" is not exciting, because there's nothing an NC can do better or cheaper than a "PC-lite". The only reason PC clone makers don't make super cheap PCs already is that there's no money in it. If NCs establish a profitable market (big if), PC-lites will instantly appear and force margins down to almost nothing.
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