Hi stock!!!
YOu know, I do not understand the whole computer industry dynamics now. Maybe it is the Y2K issue. There are about 250M PC'S in the world and about half of them are 486 or older. Companies just are not spending capital on new boxes and folks that are buying the low cost machines will not understand that they have crippled computers for a while. Actually, this is probably the most significant time in our lives to invest in technology and the whole computer industry.
You are right about the capacity issue but what most of these companies totally overlooked was the capacity and the rapid dating of the technology. I have been in electronics since 1955 and the whole industry has changed several times. When I first began, vacuum tubes were high tech,Hi Fi, then transistors, stereo, ferite core computers, pocket calculators, and then the PC. I have owned and IMSAI, SOL, PET, Apple, AppleII, AppleIII, IBM, XT, 286, 386, 486, P5, and now a P2 266. All of this in the last 43 years and this has got to be the most exciting time in the history of man. It is an incredible ride and were are not eveeen to the first turn yet.
I am learning to be patient with this cycle aspect because I have lived with this all my life.
I am just now learning the reality of investing and "Riding IT Out".
"It Is GREAT!!!!" There will be a great pent up demand because the software will drive the future.....I believe that guys like you and I will do just fine!!!
Thanks for the post
cb |
