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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: JSwanson who wrote (66492)9/21/1998 6:45:00 PM
From: Tumbleweed  Read Replies (1) of 176387
 
Replacement Market

Just curious but each of those scenarios sounds like a replacement market, someone or some company replacing an existing box with a newer, more powerful box containing new or enhanced technologies.

Exactly. And is that good for Dell, or is that good for Dell?

My point, in response to a previous message, was that PC's are not like TV's, microwaves, dishwashers or all the other things some people think the PC will become like (in terms of becoming a mature market).

I'm not sure we have ever had a product before where there are external and internal forces that continuously force improvement/change/ replacement. (and not all the changes are improvements by a long way!) So, IMHO, attempts to say, hey, when the PC becomes like a TV then its lowest common denominator, price, are flawed.

JoeC
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