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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Jerry G. who wrote (25293)	12/16/1997 12:28:00 AM
From: the Druid	Read Replies (2) \| Respond to of 176387

Some thoughts about semi and PC stocks. I welcome any comments and criticism. It's hard to figure out where they go day to day. But the general trend is down from what I see for the near term. PC makers are facing the beginning of saturation. I read recently that nearly 43% percent of american families own at least one PC. With the PC sales in the last few years, the PC makers may face more challenges selling more PC's. The saturation is also in technology. By this I mean all the higher speed CPU, higher capacity RAMS and hard drives are good in general, but what the consumers now have may be enough for a while. It is hard to imagine an average family in desperate need of a DELL with 300Mhz Pentium II with MMX, 128Mb SDRam, and 9Gb hard drive. There may be enough of a market in cheaper PCs with less powerful components but that will hurt the margins. This technology saturation has already happened to disk drive makers. The same will happen to some degree to the Chips makers, semi equipment makers, RAM manufacturers etc and finally to PC makers.