Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Investor2 who wrote (19398)	6/1/1998 10:47:00 PM
From: Bilow	Read Replies (1) of 94695

Hi Investor2; About those cpu box makers and vertical integration... Yeah, I think the public no longer needs or wants the latest and greatest (and most expensive) PCs, and that is why Average Sales Prices are dropping and why I expect them to continue to drop to unheard of levels. That will make CPUs into a true commodity, one where the winner is simply the guy with the lowest cost of making huge numbers of identical boxes. Certainly not build to order and ship one at a time. The natural pick for this would be MUEI for 5 years from now, as MU can provide them with a little more vertical integration than the other box makers... But the chip service people won't get integrated any more than the machine tool makers got integrated into the big 3 autos. Machine tools have a large enough niche to not get absorbed. By the way, the talk of those bulls whose argument as to why we will not have a crash is because we haven't already had one reminds me of certain conversations I may or may not have had as a high school student... -- Carl

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