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Technology Stocks : PC Sector Round Table

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To: Frodo Baxter who wrote (704)	8/8/1998 7:13:00 PM
From: Stitch	Read Replies (1) of 2025

Lawrence, Yes...I read the GSR also. A human trait is the penchant for hearing what we want to hear and disregarding the rest. However, thats not what I had in mind when I posted the bullish report. It was a notable voice of optimism in a sea of worry and I felt it was worth reading. It also provided a backdrop for the app article on Intel and how they do, indeed, "drive markets". I am a little dubious of the timing in the report but believe the scenario is a reasonable model of how profitability will return to the techs. Re: your non-treatise du jour I have the following questions: <<a) the only cheap tech is dead tech>> Do you mean the products or the stocks? <<b) tech is expensive and cash flow negative>></> Same question. <<virtual integration >> Do you really mean virtual integration as in the buzzword invented by WDC or do you mean to say vertical integration? <<Japan's problems can't be "solved". >> Well..there are differing levels of "creative destruction". Even if Japan has to go back to a totally clean slate there could eventually be a reemergence. (Sans Marshall plan I suspect). Best, Stitch

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