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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (3859)	4/17/1998 3:16:00 AM
From: GuyNixon	Respond to of 78481

Paul: I still remember your bearish post about Intel late last year. And it's now prove to be right on target. How about the outlook of the PC boxmakers? What's the implication of a paradigm shift from MPU power to bandwidth? And decreasing component prices? If the need for power doesn't grow substantially in the next 12-18 months, and NSM's promise of sub-$400 PC come true; I get only see PC revenue growth collapsing. Even the mail order guys like Dell and GTW are very vunerable to this. They are still trading at historically high levels. Guy