Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hpeace who wrote (9646)	11/25/1997 11:23:00 PM
From: Meathead	Read Replies (2) \| Respond to of 97611

The thin client segment doesn't need gobs of power. You have beat that into everyone. It's one of many segments and positioning itself to become one of the least profitable. Citrix' product has limited appeal in my opinion.. too many bottlenecks in those old systems for this product to really impact the big upgrade and expansion picture. It will be interesting to follow this and see how the story unfolds. MEATHEAD

To: hpeace who wrote (9646)	11/25/1997 11:23:00 PM
From: Charles W. Breaux, Jr.	Read Replies (1) \| Respond to of 97611

For what it's worth: fool.com "Looking at the revenue and unit growth, it seems that the sub-$1,000 PC apocalypse that many "big picture" forecasters have been getting a lot of mileage with on the idea circuit have not hit Dell yet. Even with the higher-priced workstations and servers thrown in, if demand sharply migrated to the low end of the value chain, the sequential drop on top of the price cutting would have been much more than 3.0%. While one quarter never really makes a trend either way, it is important for investors who believe that the sub-$1,000 will destroy Dell to realize that the data to support that position is in pretty short supply." "The real wild card remains sub-$1,000 PC demand -- but that may be overdone. As the small Japanese compact car did not destroy the market for the American luxury automobile, until the data actually supports the doomsday scenario investors are advised to stay on alert -- but not panic." Chuck