PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: Stitch who wrote (184)	3/30/1998 2:42:00 PM
From: Yogi - Paul	Read Replies (3) of 2025

Stitch, The most investable trend, IMHO, is the convergence of digital Television and the internet. I am of the opinion that the classic PC is rapidly approaching market saturation. Entertainment, gaming, and communication will be powerful draws for computer type devices such as internet enabled set top boxes and internet enabled telephones. Digital TV via cable will enable micro target marketing right down to the individual level. Dad, in his study, sees an ad for Fidelity while Junior, in his room sees an ad for Hasbro and both are watching the same program. (See link) biz.yahoo.com Individual companies? I can only tell you what I own in this area. Sony-- Recently took a large position-- General Instruments- This company has a remarkable ability to avoid making money. Have a small position in case they learn. TCOMA--Hell of a debt load but they are in the right place at the right time. I have moderate size position. Oracle-- small position Do you happen to know, who makes UPS trucks and the electronic "clipboards" the drivers carry? irthrifty

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