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Technology Stocks : PC Sector Round Table

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To: Yogi - Paul who wrote (190)3/30/1998 3:29:00 PM
From: LK2  Read Replies (2) of 2025
 
irthrifty, I'm not sure of my facts (I'm not sure of anything, to be honest), and this isn't exactly the same as the convergence of digital TV and the Internet, but on the same basic idea of the TV, the Internet, and the PC:
I believe CPQ recently dropped their attempt to sell a large-screen PC that would have doubled as a TV-entertainment center-PC (it had hi-fi, stereo sound and all the bells and whistles).

GTW is still in there with its version of the large-screen PC that is supposed to double as a TV-entertainment center-PC, but the sales have been extremely disappointing so far.

Both of these systems (by CPQ and GTW) were only introduced a short while ago (around a year or so, I think).

Of course, these were moderately expensive to expensive versions of a PC, but the selling point was supposed to be the ability to watch TV, surf the net, use a PC, play games, etc. as a family.

Maybe its day will come. But it's not here yet.

BTW, who are you using for advice/stock selection on this investment theme? Mario Gabelli, or is this something you came up with yourself?

Best regards,
Larry

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