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

To: Yogi - Paul who wrote (837)	9/10/1998 9:31:00 PM
From: Frodo Baxter	Read Replies (2) \| Respond to of 2025

Remember July 1996? Market was in a funk, investors were jittery, and Intel was feared to miss its numbers. Well, Intel beat the number handily, and single-handedly fixed the ENTIRE DAMN MARKET. The market shot up from there and didn't look back until the next time it got in a funk. (of course the awesome 1996 tech winter was followed by the 1997 disappointments that have persisted until, well, now) Don't underestimate the market power of Intel. GE doesn't hurt either.

To: Yogi - Paul who wrote (837)	9/10/1998 10:58:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 2025

Dell is amazing. I'm sure they'll be a Harvard B School case study soon, if not already. Check this out, the DVD has gone tornado! Time to figure out where the investment opportunities are to harness this beast: Blockbuster to rent DVD flicks news.com The move could encourage sales of both stand-alone DVD players and PCs with DVD drives and curtail sales of competing technologies. Duh! ...will offer rentals of DVD players from Philips Electronics and conduct in-store demonstrations of the technology to drive demand. Brilliant! A good demo is the best marketing tool ever devised. Blockbuster said in most cases, DVD rentals would be priced similarly to video rentals... Ladies and gentlemen of the thread, I say to you, in three years videotapes will be dead. Let's figure out how to saddle this beast for a little high-yield. Here's a few ideas: 1. Creative Labs (CREAF), maker of the currently best-selling "Dxr2" DVD upgrade for PCs. Currently trading near 53-low, profitable, several other strong products on the shelf including the best-selling "Sound Blaster Live" 3D audio and Dolby surround decoder, and the "3D Voodoo Blaster" a best-selling 3D accerater board. Damn, I think I just sold myself on this stock. A little DD and then time to start placing buy orders! 2. I think this will be good for the storage sector, indirectly. DVD availability => DVD drive sales => increasing DVD drive installed base => software distribution via DVD => HDD capacity demand shift