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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: The Duke of URL© who wrote (71120)	7/14/2002 6:21:09 PM
From: alydar	Respond to of 74651

mr. url, <<Uh, you mean, 1981??>> no, thats not what i mean. i do not think pc's were a commodity product in 1981 and are just entering that phase of their product cycle. please elaborate how in 1981 you could have used standard components to mfg. pc's for the masses. today you can use linux or windows, amd or intel, msft office or staroffice 6, dram from anyone, hardrives for anyone, screens for anyone, etc. etc. etc. once the asians get a grip on a commodity product you might as well turn of the light switch for most u.s. manufactures. i have seen it natural resources carbons like carbon, steel, zirconium, aluminum, timber, etc. the pc and it commodity parts are falling into this profile. i would not be suprised to see all U.S. based pc mfg.'s product product in asia because they know this is coming. in the industry i am in some asian companies copy of products from a-z and even duplicate our label. a complete knockoff. we had to innovate our way out of this situation. the pc is basically done as innovation goes. my win 95, 98, winme, and xp products are very similar. the best was win95 imo. so, yes, the asians are coming and that is bad for U.S. based pc companies. much better to be in the enterprise space. rocky.