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

To: Investor2 who wrote (3546)	11/20/1997 2:52:00 AM
From: geoffrey Wren	Read Replies (3) \| Respond to of 10921

I2, my underlying focus is not how fast pc's get outdated, but what incentive/pressure there is on people to trade-in the old computer. The original pc offered word processing and spreadsheets. Then came C.D. games and the Internet, which burgeoned with Windows 95. The question is what is the next cause of a mass movement to buy a computer or upgrade one's system. For instance I traded in my xt for a 386 when i got tired of the small orange screen, and trade to a Pentium 120 to get on the Internet. There are much faster sytems available now, but about the only upgrade I am interested in would be for some more memory. There are plenty of people out there with 486's that are happy enough with their machines. I have not heard about anything particularly distinctive in Windows 98 yet. It is just a thought that voice recognition could be like Windows in expanding the market and utility of PC's, and since very few current systems could handle such programs, would entail good growth in demand over the next few years. This asian flu scare seems to have everyone looking at supply demand in classical terms, while we have to consider that in technology, innovation creates demand. Cable modems, if they ever take off could also lead to a surge in demand (I have to think those will require seriously upgraded systems too). I'm staying long technology. I just wish I had more money right now. Highest regards, Geoff