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Technology Stocks : PC Sector Round Table

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To: Stitch who wrote (184)4/1/1998 1:13:00 PM
From: Pierre-X  Read Replies (2) of 2025
 
Re: Cabbages and Kings

Well that's quite a can of worms (or barrel of monkeys depending on your Prozac dosage <g>) that you've sprung in this post.

You said:
...many more people will presumably know how to use a PC. Whats next? Does this increase in literacy auger well for other forms of information processing?

Increasing digital literacy benefits everyone. The personal computer is the most powerful form of human self-augmentation since the printed book. The PalmPilot and Windows CE are the first steps in the right direction.

You said:
What sort of convergence scenario is going to happen? Will we compute with hand held personal communicators?

We will have those, but we will have everything else as well. The lesson of the PalmPilot has been that users don't want to REPLACE the power on their desktop -- but they do want to SUPPLEMENT it with a portable extension.

On the other hand, those parts of the world that dont have electric infrastructure need a power-efficient device.

You said:
How about shopping, will we ever really have to go to the mall?

Yes. The mall embodies a social and glamour atmosphere that can't replicated in cyberspace. Yet.

You said:
We are already seeing explosions in on-line shopping.

Only in certain areas which lend themselves to direct transactions. The catalog mail-order business will eventually recede to nil when electronic bandwidth and latency draw near to printed materials.

You said:
Will the need for a much wider dispersion of delivery points (to everyone's home and office) auger well for UPS?

Federal Express is one of my largest holdings. <g> Increasing point-to-point distrbution is a no-brainer. UPS is privately held, and isn't run well IMHO.

You said:
How does all this match with the aging of the U.S. and Japanese population? Remote medicine?

I just spent the last few days basically living in a hospital, taking care of a relative. Incidentally, that's why I haven't been here. I believe computing is the key to unlocking vast underutilized human resources in aging, semi-skilled populations. Computing doesn't require physical strength or mobility. Computing can be adapted for poor vision (here's another killer-app for AUI) and for poor manual dexterity (another one). One thing I noticed in the hospital is a relatively low technology level. This is probably the predictable result of regulatory forces damping progress.

You said:
How about machine verification of signatures? ...remote signature entry... What companies lead the pack in online security?

Well if you think about it, electronic identification mechanisms obviate the need for signatures. Electronic verification systems are definitely a visible phenomenon of the future, beginning with credit card fraud defense.

Ball's in your court now <g>

God bless,
PX
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