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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote (392)5/21/1998 6:39:00 PM
From: Yogi - Paul  Read Replies (2) of 2025
 
PX, Larry,
Thanks. I should have specified high end machine in original question.

<<There's nothing to stop them from doing so because they have ZERO competition in that market segment. It's actually a beautiful example of microeconomics>>

Exactly my thinking. Got to be an attractive target for competition and innovation. I know that whenever I attack a new market, my first thought is to look for large margins.
Now, who has the resources to innovate and compete against Intel high end processors? I don't know of anyone. You?

Yogi





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