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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (9)	3/17/1998 7:04:00 PM
From: Pierre-X	Respond to of 2025

Re: MU+APM You said: I have no interest now or in the near future in any of the above ... I assume you mean you have no interest in taking a position in any of the above. <G> As always, the short term actions of individual securities remains largely inscrutable. To beat a dead horse, without fresh, demanding apps driving DRAM and HDD demand these guys are going nowhere fast. I continue to be short APM (but I have an open cover at 10 1/4). I'm starting to think about adding to my (currently very light) long positions in PC sector issues. I like The Buffett's little parable about batters at the plate in his latest annual report. berkshirehathaway.com Under these circumstances, we try to exert a Ted Williams kind of discipline. In his book The Science of Hitting, Ted explains that he carved the strike zone into 77 cells, each the size of a baseball. Swinging only at balls in his "best" cell, he knew, would allow him to bat .400; reaching for balls in his "worst" spot, the low outside corner of the strike zone, would reduce him to .230. ... If they are in the strike zone at all, the business "pitches" we now see are just catching the lower outside corner. If we swing, we will be locked into low returns. But if we let all of today's balls go by, there can be no assurance that the next ones we see will be more to our liking. ... Unlike Ted, we can't be called out if we resist three pitches that are barely in the strike zone; nevertheless, just standing there, day after day, with my bat on my shoulder is not my idea of fun. I see the current situation with most PC related issues as missing the strike zone but getting quite close. I'm betting that I'll be able to see the next killer app doing its thing in time to swing. That's of course part of what this thread's mission is -- to help us all spot that demand wave coming and get in ahead of it. God bless, PX

To: Yogi - Paul who wrote (9)	3/17/1998 7:27:00 PM
From: Pierre-X	Respond to of 2025

Re: Components Question: What's the advantage of using a TV/FM board in your machine versus a separate stereo system? I've been on a bit of a buying frenzy in the last 3 months, because I've been ramping my consulting business, my web design business, and also building boxes for friends. The last box I built as follows: Motherboard: Abit AX5 -- $120 CPU: AMD K-6 233 3.2/3.3V -- $148 CPU fan: Biggest honkin' mutha I could find -- $16 (trust me its HUGE) Memory: 32MB NEC 10ns SDRAM DIMM -- $50 Case: Generic ATX -- $60 HDD: Maxtor 8.4GB UDMA -- $290 CDROM: Toshiba 24X IDE -- $60 Floppy: Teac -- $19 ----------------------------------- Total before ST: $763 Not bad eh? <g> I can add a 15" screen and all the accoutrements like keyboard, mouse etc. and keep it under $1k, and you still have a pretty damn fast machine with a GIGANTIC disk. I find that for non-graphics intensive apps 32MB does the job. I do a lot of graphics work so I run all my machines at 64MB; I would have more but the 430TX chipset can't cache more than 64. I also bought a new notebook a couple of weeks ago, which inspired the last article I posted to my site: users.deltanet.com That was big bucks though. I don't even want to say how it cost <G> but I need it for my biz. I really like having it though. But the design could be better. Other bits and piece I've bought recently: Matrox Millenium II (Dealing with the drivers for this is a pain, let me tell ya) 10Base-T 8 port hub (for my LAN, will probably upgrade to 100Base-T shortly) 32MB SO-DIMM (small-outline DIMM) SDRAM for my notebook, bringing it up to 64MB Planned procurement activity in the near-term: Replace the 2GB disk in my notebook with a 4GB disk (need space for my graphics work and to hold client projects) 100Mb ethernet stuff Another Millenium II (for doing multiple monitors under win98) Another monitor (for above) I'm starting to get that Pentium II itch. <gg> I currently have: Pentium 133 Pentium 200MMX Pentium 200MMX (in the notebook) AMD K-6 233 I made the mistake of playing with a Pentium II 300 system I built for a friend ... pretty swift <gg> now I want one. God bless, PX