SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Comdex'95-WINTEL's Demise?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Winner Victorious who wrote (11)12/1/1995 4:26:00 PM
From: PFRice   of 27
 
Re: What a dark picture for WINTEL.......

>I think that in the end the fate of IA's will be identical to the
>one of public transportation, car pools, and trains in the USA.
>This is what our country is all about, people, don't you understand??
>Americans want to have something POWERFUL OF THEIR OWN!!!!!!!!

I look at it differently. People care about 1) Cost (i.e. more bang
for the buck) and 2) Convenience. Riding the bus may be cheap but it
certainly is not convient. This inconvenience factor overrides the
economic appeal of using the bus and that is why everyone owns a car.

>As for electric power and utilities comparison ... think about the
>new kids on the block - solar power is becoming cheaper by the day
>and within 50 years we might have our own sources of power - our
>roofs being the generators, with a powerful battery in the basement.

This may be so. Once again, cost and convenience are the two things to
look at. If an in-home solar power system that you describe results in
the owner paying more per kilowatt-hour than he would have if he just
used the electric company's power, then not too many people are going
to go for it. Especially if owning such a system carries with it the
inconvenience of having to perform your own maintenance.

It all comes down to cost and convenience. Which brings us back to
the idea of the Internet Appliance. Again, I want to try to erase a
misconception by stating:

AN INTERNET APPLIANCE DOES NOT NECESSARILY IMPLY LOWER PERFORMANCE!!!

The performance you will see with an IA depends more on the network
performance and network resources. If you have a cheap fast network
connection then the less expensive IA means more bang for your buck.
I already touched upon the convenience issues in my previous post.

>This sounds like having a PC, instead of a junk box (IA). In this
>connection I am taking a deep look into Photocomm (PCOM), while INTC
>warrants remain my largest investment! Now there.....

If there is one constant in the computing industry it is CHANGE. The
history of the computing industry is full of paradigm shifts and
changes in the way we view computing. It is full of ideas that
were considered ludicrous in one era, but then became all the rage
in the next. Of course, there were also some ideas that remained
ludicrous and just faded away. The name of the game is to anticipate
the changes and cash in.

Thanks for your comments.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext