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To: E. Graphs who wrote (15136)	9/18/1998 11:18:00 PM
From: Jack Whitley	Respond to of 25814

<<Still, regarding free PC's to sell internet services: not sure why you would need to give away what people are buying, in order to sell them what they are also already buying.>> Well, they may be free to the consumer, but someone has to pay for them to give them to the consumer. Whether it is the consumer or the ISP paying, the PC companies will still make money. jww

To: E. Graphs who wrote (15136)	9/19/1998 12:02:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

E: RE: Still, regarding free PC's to sell internet services: not sure why you would need to give away what people are buying, in order to sell them what they are also already buying Yup I agree - however I think he was talking about the trend not what is happening today. Doesn't the other GATE (Gateway <g>) encourage the purchase of 19.95 service with a PC purchase or something like that? No one is in any long term trouble just yet ... (however many have yet to get on the bus whereas LSI is already chugging along on route 56... <g>) This is a bit dated but it is the right idea for the whole shebang IMO: lsilogic.com (unfortunately it does not grade or shade the more important pieces or the pieces with more profit potential - it makes everything look equally important when actually some have far more profit potential than others.) "Bits are Created, Stored, Transferred, Transformed and Consumed over their continuous lifecycles" as a business, what you want to do is to make sure you attack the right part of that "life-cycle of a bit" that they talk about - go after something that is passe or has too much competition or that is cheap or where you are not big enough and you as a company will be passe eventually (no profits) unless you are very very careful... (for instance Oracle and Sun etc were going after the wrong thing with Network Computers weren't they? PCs became so much cheaper that you could make a case that today all PCs or esp. the sub 1000 PCs have become the Network Computers that Ellison etc envisioned - only that (I'm glad) it comes with what I consider vital - storage - a Hard Disk <ggg>) Shane.

To: E. Graphs who wrote (15136)	9/20/1998 9:14:00 AM
From: shane forbes	Read Replies (3) \| Respond to of 25814

E: Re: I agree with him, and have thought myself, that consumer software will suffer because of the net. BTW I also think the same could be said for the Nintendo and Sony PlayStations of the world, because on-line games are getting more sophisticated......just check out RPG! (role playing games with others on the net) As far as Sony is concerned I think what we will be seeing is web-enabled PlayStation games (in the same way that Office2000 will be "web-enabled" - I presume). Also PlayStation has a pretty big base and so I expect some of the people who have loved the current PlayStation games would love to duke 'em nuke 'em with their compadres on the web (maybe that's what Sony should do - set up a big shindig web site where players can battle it out). Regardless I do tend to agree with you. I don't think there will be much point to a PlayStation III after the next PlayStation II (which should be DVD enabled, have an internet-on-a-chip, an awesome graphics chip etc etc etc). It's a funny world but whereas a few years ago demand for PCs came from business people wanting to do 1-2-3 and Word and so on, these days the real demand for faster PCs (and really faster internet connections) is coming from the gaming dudes and dudettes! Makes sense since the regular business world has not figured out how to use the latest greatest hardware (therein lies the fundamental problem with the PC MPU chip-makers) while the gamers are all ga-ga eyed and need more and more. Of course with time all will change and faster processors will be needed by one and all (as the speed of current processors won't be able to handle voice etc). Witness for instance INTC's loveaffair with accelerating acceptance of high end graphics and greater connectivity and soft DVD and the new AMR spec - desperately trying to push everything onto the main INTC processor. Though this certainly might work, what might happen instead is that there there will be specialized chips that will be able to do each function extremely quickly and effectively and cheaply (again the video cards with the vodoo chip are a great example). BTW insider buying approaching unprecedented & furious levels - feeling extremely bullish these days <ggg>. Hell I may even buy some semi-equipment makers just so that, with this year's incubation period with my other stocks over or soon to be over in the next few months, I can start preparing for the inevitable upturn (which will be huge - just not sure when <g>) in the equip makers.<g> Seriously! Shane.