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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Michael Kucera who wrote (48685)	2/18/1999 3:53:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

Thought for the Day. With DELL's imminent conversion to the sub-$1,000 model, we have an important confirmation of a trend, already embraced profitably by CPQ. The re-emergence of many Asian manufacturers, as their economies begin to grow again, will increase competition and drive the trend towards sub-$500 models. The arrival of the "free" PC reinforces the market for low-cost hardware. Who will most benefit from a proliferation of low cost PCs? This is a suggested ranking of the beneficiaries. Any comments, additions, subtractions? 1. Chipmakers/software - especially INTC and MSFT. 2. Networkers - especially CSCO and LU. 3. Telecommunications 4. Low-cost manufacturers - especially CPQ and eventually DELL. 5. Internet portals and e-commerce CPQ has a finger in several of these pies (1) (2) (4) (5)