Hi Gary; Nope, 30 shares. It is time for this week's EE-Times
links to articles interesting to DELL investors, and PC
technology geeks in general.
A lot of the DELL longs believed that computers are naturally
expensive items, and that prices are close to bottoming out.
My statement is that the next integration wave takes computers
to incredibly cheap prices. We have now seen clones commonly
available for $400. I predict (once again) that the prices
for clones will drop to the $100 to $150 range, without
monitor and printer.
The first step to getting that cheap is to get most of it on
one chip. The technology to do this is called "System
on a Chip", here is a link noting that this is the subject
of the big Wescon '98 show. If you don't know what system
on a chip means, or what effects it will have on computer
prices, and you care what price DELL sells for 5 years from
now, I suggest you find out now. You really can't expect
the analysts at GSCO to be lazy about where technology is
going.
System-on-chip concerns will dominate Wescon '98
Beneath the dizzying variety of product offerings, the
overriding theme of this year's show is system-on-a-chip
technology. A designated system-chip exhibit area will
showcase semiconductor and EDA technologies tailored for
this emerging discipline, as well as a technology pavilion
where engineers can see continuous demonstrations of many
end-user applications involving component-level products
exhibited on the show floor.
techweb.com
The first effect of system on a chip is to allow incredibly
small portable machines. These are expensive, not because
of high costs of manufacturing, but because the manufacturer
charges what the traffic will bear. When competition kicks
in, the price will drop down to close to the cost of goods,
just as this has happened in every non-monopolistic technology
advance we have seen. But the first step is to allow
extremely small computers. Here is IBM's new system:
Windows 98 on a 266MHz machine with virtual reality interface:
IBM Japan stuffs PC into headphones
Makuhari, Japan - IBM Japan Corp. has put a portable
personal computer into a stereo-headphone-sized housing.
The company will demonstrate the mobile PC at its
corporate show here this week.
Pretty cool machine, no? We had one at Virtual i/O that
was the size of a cellular phone. It was a '486, and included
a folding keyboard and battery. It displayed on the virtual
reality goggles the company made. The prototypes ran beautifully,
but it was never put into production due to the short time
before the batteries ran out. One of the cool things about
system on a chip is that it uses a lot less power. Another
difference between our system and the new IBM system is that
theirs uses a more modern processor.
-- Carl
P.S. I'm just experimenting with shorting DELL. I am sure that
there is some ISLDer out there who is all pissed at me for giving
him a partial fill on only 30 shares of DELL. He probably wanted
1000 of em. The worst fills are when you only get one share... |
