Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lucretius who wrote (75217)	10/28/1998 11:49:00 AM
From: T L Comiskey	Read Replies (3) \| Respond to of 176387

LT...some time ago Jim P was by calling for a return of the great depression....I asked him at that time if he had sold his house and taken up job training as he is a broker...and his job would be GONE WITH THE WIND......SOOO.......Have you followed your own leanings...sold your home Knowing you can get it back soon for 20 cents on the dollar ?...Just wondering....TL.

To: Lucretius who wrote (75217)	10/28/1998 12:26:00 PM
From: mrknowitall	Respond to of 176387

LT - I think you need to explore more of the breadth of what you loosely refer to as the "PC" market. There is an almost endless "do loop" that requires replacement of existing PC's over time, at the same time the target market itself is expanding. There is also the duplication factor that I have pointed out here before - many PC owners are now multiple-PC owners. I see the trend continuing: Smaller; more powerful. The price trends will repeat -- the latest technology at high prices; rapidly decreasing prices thereafter. The problem with a "cheap internet browser" replacement for the PC is that it neglects to take into consideration what people do with PC's and how they experience entertainment - hence the relatively unimpressive results of TV/web systems. PC's cannot replace TV's and TV's aren't going to displace PC's. Applications grow to fill the machine they run on - look what 3D graphics has done to the market. As long as developers with authoring tools keep cranking out billions of lines of code to accomplish what could be done with thousands of lines (over a much longer period of development time, of course), there will be no end to the demand for more powerful machines - the rush to get applications to market intrinsically demands more powerful machines to overcome the inefficiencies of the code. What a great business!!!! Nothing startling or dramatic to fear, IMO. Recession? Technology that improves productivity does remarkably well during recessionary periods. Mr. K.