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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: John who wrote (71158)	3/3/2001 11:51:35 PM
From: Chuck Williams	Respond to of 99985

Hi John, Your thoughts seem somewhat subjective. The fact remains that PC penetration in the household continues to grow - we just reached 50% penetration in the US last year, so there's a long way to go. Some examples: more college kids than ever have their own computers; it's almost a necessity. I even know of a middle/high school in my area that requires students have computers of a certain caliber. Also, now people are interested in sending pictures / video of their kids to relatives; you need a pretty fast computer to do that stuff. The aforementioned is just an example of the things that are being engineered into new computers, and is a reason why you want to upgrade. Usage is increasing, that is a given, and some people just don't feel like waiting for a task to complete, some gotta have the latest technology, etc. My assertion is that we're using computers now more than ever; people need them to perform; and there are still a whole lot of households out there without them. Also, don't forget that many companies lease equipment, so their purchase cycle is continuous. In the business world, O/S upgrades (specifically speaking to Win2k) can provide significant performance and stability benefits while reducing support costs. I think this is all pretty well known by everyone. The issue revolves around how fast the growth is occuring. P.S. Your reference to MS Office is an excellent example. I often feel that ever since Office 95 the features have become more obscure and less worthwhile. How about those Office wizards? What a total waste of computing resources. Cheers.

To: John who wrote (71158)	3/4/2001 12:44:14 AM
From: compounder	Respond to of 99985

John, It seems you are missing where the growth in the NASDAQ is going to come from in the coming years. The box makers and microsoft have reached maturity and are going to grow at a slower rate going forward. Technology is not going away, and there will be new growth areas that are like MSFT, INTC, DELL etc. These areas are what we need to look for to get the gains going forward. I am looking at storage, wireless, broadband to be the categories that lead into the next years. They may not be new exactly but they still have lots of growth going forward. I also believe this is one of the things that is going to take us a while to get out of this bear market, new leadership.

To: John who wrote (71158)	3/4/2001 8:23:19 AM
From: Richard Mazzarella	Read Replies (1) \| Respond to of 99985

John, <<we're all asking, "now what?">> Consolidation and international sales? Maybe it's not really important to have any rational thinking to support a stock market? The stock market has become this country's most important product, 401k etc. The new age tulip, better than gold. Markets are over bought, then oversold. However, we only know that after the fact. IMO expect a sharp tech bounce.

To: John who wrote (71158)	3/4/2001 12:42:29 PM
From: Dennis O'Bell	Read Replies (1) \| Respond to of 99985

Re: Regarding the NASDAQ's prospects... Average end user network bandwidth is still extremely limited, in the home it's like home PCs were with 8 bit processors. DSL and cable are an incremental improvement but there's enormous progress to be made to reach the performance comfort level that PCs enjoy. I think this is a major gating factor for the next qualitative step forward, but surely not the only one. The whole internet "phenomena" was the result of countless things falling together, the result was a lot like mushrooms springing up after a rainstorm.