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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Mark Oliver who wrote (2806)3/12/1998 3:28:00 PM
From: Mark Oliver  Read Replies (1) | Respond to of 9256
 
An interesting point for options traders. QNTM is trading 22 1/2 to 22 9/16. The March 22 1/2 option is 1/16 to 3/16.

So, do you think Qntm can go up? If so, it's an interesting bet.

Regards,

Mark



To: Mark Oliver who wrote (2806)3/12/1998 11:59:00 PM
From: Pierre-X  Read Replies (1) | Respond to of 9256
 
Re: PC Penetration Growth

Interesting article. I feel the need to dispute some of its claims <g>.

They said:
Despite attempts by PC makers to increase penetration more rapidly by introducing PCs priced below $1,000...
I think the causal relationship alleged here is, um, BS. PC prices have come down because there's no application driving high end desktop sales.

They said:
''PC manufacturers and retailers -- and supporters of the sub-$1,000 PC -- were certain that lowering prices would create a stampede of first-time buyers,''
Welcome to the wonderful world of inelastic demand.

They said:
This massive research effort includes a national survey of 6,000 consumers ...
There's something wrong with that sentence there ... <g>

God bless,
PX