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

To: Jerry Ginz who wrote (20554)	3/7/1998 11:54:00 PM
From: J. David	Read Replies (2) \| Respond to of 97611

Such statements have been made so many times before and they've always been wrong. There will always be new applications to consume whatever power Intel and the others can supply. It's just that sometimes they get out of sync. Examples of new applications requiring a lot of processing power are voice interface and video on the pc.

To: Jerry Ginz who wrote (20554)	3/7/1998 11:55:00 PM
From: Acid	Respond to of 97611

I can understand a belief that it will be very hard to make a profit in the consumer PC business, but to say that users have no reason to upgrade is not realistic. People said the same thing with the 486. Software will get bigger and more complex, and this will require greater processing power. People are always going to want the latest and fastest stuff, and Microsoft is always going to push more complex software to get people to upgrade. Microsoft and Intel have far too much to lose to let consumers get comfortable with what they have now. They will both push faster and more complex systems, and the Compaqs and Dells of the world will follow them.

To: Jerry Ginz who wrote (20554)	3/8/1998 11:32:00 AM
From: John Koligman	Respond to of 97611

Jerry, I remember back in the late 1970's I was working on DEC PDP 11/70 machines. They were attached to disk drives with removable media that were about the size of washing machines. The disk assembly itself weighed about 20 pounds, capacity was 60 megabytes. In the early 80's, I worked on IBM's MVS, mainframes had 16 megabytes of main memory. Now, PC's have 16-32 on average. The point is, yes, there will be short term lulls, but once new applications appear, this train will get rolling again in short order. When internet bandwith scales up so that video is workable, many folks will find their machines are woefully underpowered. Even today, if you would like the wonders of DVD, you will need a fast processor to enable it. John