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

To: Jim Patterson who wrote (27106)	1/8/1998 12:13:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Re: That means at some point Price will become the primary tool to gain further share. That is the point in an industry where premimum valuations are lost. I agree. When that occurs, I will divest myself of PC stocks. My opinion however is that we are still a ways off. Two things will have to happen to raise the exit flag for me: 1. When I can look at technology roadmaps and see a definite slowdown in the pace of advancements across more than 50% of hardware and software technologies. 2. When 4 or 5 PC companies control over three fourths of the PC market. I suspect that market share domination will occur first and within 3-5 years. However, the pace of technological change continues to accelerate and I don't see any end in sight. Less than 10 years from now, standard processor speeds will be in the Gigahertz, HD capacities in the Terabytes and Memory denseties in many Gigabytes. Software will offer capabilities we can only dream of today. This virtually guarantees many more cycles of obsolescence which is absolutely key in this industry. The major mistake many folks are making is assuming that PC's are not poised to advance as much as they have in the past. Some have even suggested that we've arrived in terms of PC capabilities which I find to be comically naive. MEATHEAD