Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3405)	7/4/1999 11:17:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

The essence of my thinking goes like this. Household penetration of PCs will top out at about 65% to 70% I think you are a little low, depending how your definition of a "PC". The teenage need to communicate will probably push this number higher for internet connections, and help AOL. But, yeah, for our purposes, this area is now on the back burner. The whole Industrial Revolution has been about speed. People just don't realize what a fantastic thing the Railroad was. We went from 5 miles an hour as a species, to 60, overnite! The Internet is speed, and everything we are talking about investing in on this thread is about faster knowledge. That is why Cisco, LU, Qualcomm, NT, and all the net companies are at the front. I am reading "The Millionare Next Door", at the moment, and am going to put up some comments on their conclusions. We all seem to be a bit different than their prototype. Sidebar: I wonder if RMBS could turn out to be a IOMEGA.

To: Mike Buckley who wrote (3405)	7/6/1999 9:42:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

The essence of my thinking goes like this. Household penetration of PCs will top out at about 65% to 70%. You are assuming that the PC does not supplant the TV as the primary medium in the home. Also, that the number of PC's per household does not continue to rise. Also, that the penetration overseas does not continue. All of these probably happen in the low end, of course, but they do occur. IMO! (At some point, will we be confused if an appliance is a TV or a PC?)