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

To: Ian@SI who wrote (4317)	1/5/1998 10:35:00 PM
From: Investor2	Respond to of 10921

RE: "In your multi PC household, you can add a server in order to share access to printers, scanners, HardDrives, Internet, etc." I just saw an advertisement (Best Buy store) for a complete "home network system" to network multiple PCs for $99. Best wishes, I2

To: Ian@SI who wrote (4317)	1/5/1998 10:38:00 PM
From: Jay M. Harris	Read Replies (2) \| Respond to of 10921

Ian, The current trend (last 6 months) does not support your 10% thesis. I saw a recent estimate that 43% of household purchases were sub $1,000. Remember, that while you and I are in a social segment that can afford a $3,000 PC, most households can't. This is the market that Bill Gates is trying to unlock. There is profit in high volume. This is how Microsoft is winning the war. High volume low cost! Ian, the sub $1,000 market will ultimately be larger than the current market you and I are familiar with. Also, my recent article supported new users entering the market. My point is that the market is rapidly being segmented. This is obvious from the channel assembly program at Compaq (to attack the low end) and Intel's recent PII announcement for micros without cache memory for $300. Finally, while it is true prices for PCs always decline, prices for PCs are declining faster than normal, because this is the first time that processor performance has outpaced functional application developement. The fact of the matter is, that the utility of the low end PC is satisfying an ever increasing social segment that here to fore never could afford to enter the PC market. Again, this is not necessarily a bad thing for the semi's. However, it does represent rapid change the likes of which we have never witnessed over the last 10 years that I've been dabbling in this group. Jay

To: Ian@SI who wrote (4317)	1/5/1998 10:42:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 10921

From the FWIW column........ I spent part of my christmas vacation scanning quite a few of the 'where to put your money in 1998' issues of some of the usual suspects....everything i could find in fact. I know it is pretty much drivel, but I do like looking for common themes and then looking into them myself. It has helped me narrow down some choices in the past. However, the reason I am writing this note is to say I was astounded to find that KLA-Tencor seemed to pop up everywhere. I have done this little exercise for at least the past 10 years, and I have never been so struck by the consistency with which the large popular rags have picked a single, relatively unknown name. (unknown, i would think, to the 'average' investor. Like I said, drivel, but mighty interesting. J

To: Ian@SI who wrote (4317)	1/5/1998 11:18:00 PM
From: ET	Read Replies (1) \| Respond to of 10921

ian.......how about all those equipment bears..[this thread know who you are]...they haven't mentioned SEA ,have they??.....that's all those worldly folk talked about for weeks???... now their trying to find some other story because the media has stopped tell them what to type......funny ,very funny,this stock market game is suppose to be for the hard driving nerve's of steel big buck men ,but i've never seen a more emotional group of monkey see monkey do traders..............