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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (10010)	8/22/2001 12:41:26 AM
From: studdog	Respond to of 10921

I find myself with the exact same thoughts as yours, having found it necessary to contemplate a new computer and new satellite internet set up. I am just about ready to do it, although I am tempted to wait for lower prices. Probably the best thing for Dell would be if they bumped up prices just a little bit. Then we would all rush in.

To: geoffrey Wren who wrote (10010)	8/22/2001 7:50:31 AM
From: Mark Marcellus	Read Replies (2) \| Respond to of 10921

Does it bother you at all that the dynamics of your purchase are eerily similar to the decision process a car owner goes through? It even sounds like you should do a comparison between buying a used computer vs. buying a new one to see which makes more sense for you. The mental model I use for the semi sector is steel. Steel, with the advent of the automobile, became a tremendous growth business and a great investment. Then, as the auto business matured, it became a mature business and a lousy investment, because without the growth the capital requirements for being in the business became a real handicap. This happened over a period of decades. What really worries me about the semi sector is that the same thing could happen over a period of months, and it won't be clear until afterwards that this time it was the end of the road, not the end of the cycle.

To: geoffrey Wren who wrote (10010)	8/22/2001 9:23:29 PM
From: ild	Respond to of 10921

Geoffrey, The problem with PC industry is that it's a replacement market. Everybody has a computer which is pretty adequate, but they'd like to have a better one. As I understand you bottleneck is in your Internet connection. Unless you get a DSL/cable modem you won't see much difference with a new PC vs. old PC. Yes, Windows will run faster, but WWW (world wide wait) will be as slow as it is right now. As far as your new computer goes, my advice would be to buy a DELL with Celeron. It can be had for around $600. Get 256MB of SRAM and you'll be very happy. You'll save $300 - $400 which will buy you a new computer in three years. Another consideration: don't buy monitor and/or printer from DELL. They charge a lot more than other online retailers. I recently bought Samsung SYNCMASTER 770TFT from thenerds.net . I found them on www.cnet.com . I also bought Samsung ML1210 Laser printer for $199. Works great. P.S. It may make sense to check out DELL refurbished systems. I heard people who bought them were happy.

To: geoffrey Wren who wrote (10010)	8/23/2001 8:01:11 AM
From: sat2000	Read Replies (1) \| Respond to of 10921

I can't say if this is "the bottom" but I agree with your thinking. I bought a new system last Month for the reasons you stated and am glad I did. After I got the new system up and running I became aware of something referred to as spyware and how it can bog down your Internet connection. I found out about Ad-aware and tried it on my old system and it really helped speed it up a great deal. Maybe it will help you until you take the plunge. Here is some more info about it. chip-online.com