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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (14581)	6/6/1998 10:33:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

<<hmmmm, wonder why tech stock prices, especially component makers, have fallen?>> Ron, I too got the Dell catalogue and noticed the same machine that you did. I also got the MUEI catalog that advertised the same machine for $2199. What impressed me was how much more machine you got for less money. I bot a Micron 266 PII similiarly equipped, with a 19" monitor about the time you bought your Dell. My outlay was about $2,800. Yes the Dram manufacturers and HD mfg'ers have been hit. But the main reason for that, IMO, is overcapacity in both those industries that brought on severe price competiton. The box makers have not (yet) suffered that fate, and in fact have probably maintained their margins as commodity prices (dram and HD) have fallen along with the collaspe of asia, and their currencies, where much of that stuff is manufactured. The law of supply and demand remains intact. The lower prices have stimulated demand and the box makers have been the main beneficiaries. The box makers that execute well will be profitable. The component industries are behaving as typical commodity businesses where inability to supply demand leads to over construction which results in glut. PS, did you notice that real nice flat screen monitor in the dell catalog that was available for only $850 upgrade from the basic package. I think flat screen monitors will be coming down in price dramatically and could be a fertile field for investing. Larrry

To: Ron McKinnon who wrote (14581)	6/6/1998 1:47:00 PM
From: Jenna	Read Replies (2) \| Respond to of 53068

Ron.. interesting post on market gems. I guess you were probably hurt by TOM. Well that happens, you should have seen it coming in the morning as I did. Maybe with more experience you'll do better in the future. If you want more help in stock selection and strategy, you might want to subscribe to Market Gems, as we will be up and running in a week or so. Otherwise I'll contemplate your post while I lounge at my swimming pool with my pals or maybe at the tennis court of my country club. Or you might want to pick up a copy of The Online Trader when it comes out, you could catch some pointers there as well, since they are doing a feature on me. by the way which rank are you in the top 120 posters on SI?.. I seem to have missed it...