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

To: Yogi - Paul who wrote (402)	5/21/1998 11:33:00 PM
From: Pierre-X	Read Replies (1) \| Respond to of 2025

Research is fun <g>. Can there be a more rewarding and enjoyable experience than digging up the scoop on some bright boys selling cool toys, plunking your $$ on the felt, and watching dice come up sevens again and again? You'll play better tennis when you play because you love tennis. God bless, PX

To: Yogi - Paul who wrote (402)	5/22/1998 12:57:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 2025

yikes, this is waaay out there, just logged on for a second, but after reading this, maybe time for bed: <downside of having a lot of cash on the sidelines> Let opportunities and the market come to you. It seems to me tonight that there is very little left to chase. What sector remains which has not seen at least one rotation in, then out. It is as if a collective sigh is about to go out, and with that, the market just gradually begins to deflate. There is no downside to cash. back to the original question... <Now, who has the resources to innovate and compete against Intel high end processors?> that triggered this thought: Wouldn't it be strange if the value of cpu time deflates eventually, just like everything else seems to lately. What if there are no killer apps for Merced and the mainstream user a few years from now, or worse, the distance between rich and poor widens--the average citizen of the world gets the benefit of only a few seconds of computation, while the rich reap the benefit of biotech modeling etc. To who is Intel going to sell all this computational ability? Joe sixpack couldn't keep up with his 386, now he has a PII and he still only uses it for superporn dot xxx. When I think about incomes outside the US, which are often as low as only a few hundred dollars thoughts like this pop into my head: We are gorging ourselves on an excess of cheap computation, example, The U.S. had the luxury of knowing that El-Nino would bring excess precipitation to the southern US and California, and warmth across the north this past winter. We also knew there would be drought in SE Asia and other places. So a few thousand American snowbirds maybe changed their plans and stayed up north, and a few counties in California were more prepared, great. But nobody ever thought to get the message out to the Indonesians that the rains would be late and sparse and they might scale back the seasonal burning. Quick, 486's and Navigator (and phone lines) all around, oh, and a good language converting program...then they'll know when to stop fighting and plant rice in Kashmir.