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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jules V who wrote (43513)	12/31/1997 7:49:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 186894

Jules, I think you and John have nailed this trend and it's possible effects on the head. The one thing that encourages me, as a long term Intel investor, is the laptop market being so dominated by Intel. Corporate America, and now Asia, is starting to fall in love with the docking station concept. With improvements in battery life, this trend should continue for some time to come. Intel's ASP for Tillamook should be pretty high until they receive some competition which doesn't burn hot or suck up battery life quickly. The previous article I posted reviewing 29 new laptops is just as important in evaluating Intel's stock price as this sub 1K computer trend IMHO. I have to admit I was wrong a year ago, when I said on this thread that the sub 1K was a fad that would go away. I didn't realize that DRAM and other components prices would drop so quickly. Now you can get a pretty decent computer for under 1K. I doubt if I would buy it, but I can understand why so many do. Happy New Year to All! Michael

To: Jules V who wrote (43513)	12/31/1997 9:27:00 PM
From: mauser96	Respond to of 186894

All.. the full text of the George Soros article in the Financial Times can be found at Message 3065975 FWIW, I agree with his assesment of the problem, but I'm not so sure about his solutions. When Soros speaks about this kind of problem, we should listen ,because the several billion $ he has made in this field is proof that his knowledge is more than academic.

To: Jules V who wrote (43513)	1/2/1998 1:18:00 AM
From: Joe NYC	Read Replies (3) \| Respond to of 186894

Jules, As I read it, it is saying that 32% of retail was sub 1000. Someone else said retail is about 50% of sales. So total sub 1000 would be about 16% of sales. Not too scary sounding. Are you assuming that no direct sales are in sub-$1,000 category? I don't think that's a correct assumption. Just look back at links about the new $699 Compaq Presario based on 166 MHz Pentium MMX. It sells only through Computer Discount Warehouse - direct sales. Any way you cut it retail/direct home/business, sub-$1,000 PCs are invading every category. Notebook computers have so far been immune, but my prediction is that by the end of '98, we will see sub-$1,000 notebook computers. Joe