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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: hpeace who wrote (9007)	11/16/1997 9:41:00 PM
From: Spots	Read Replies (1) \| Respond to of 97611

Hey, Steve, sorry to abandon the fight for so long but duty calls, etc. As to saturation, yeah, but 40% saturation in USA is relative to current technology demand. By that I mean when you put a certain level of technology into homes, it will generate demand for a higher level of technology. I don't mean by numbers, like add more PCs to homes that already have one or more; I mean add qualitative function and associated demand. By analogy, in the 60s you might have said xx% TV saturation but that wouldn't take proper account of the penetration of color TVs, which at that time was very low. It wasn't just a quantitative difference, add 1 TV, when you bought a color TV; it was a qualitative difference; a whole new market. I think the same will occur in the home PC market. The first PC allows certain things to be done (web surf, word processing, etc). Future levels will open new doors we don't understand yet. Like VisiCalc did for the business PC market in the first place. Probably the very existence of the mass low-end market will make the next step possible (analogous to the existence of the BW-TV saturation made color TVs ecomomically possible). But the hook will be set, don't you think? That $800 or $500 or whatever is the camel's nose in the tent. Mark my words. That camel's butt is a lot bigger<ggg>. With lot's more features we haven't though of yet! <gggggg> Regards, Spots