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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (57576)	4/27/1999 12:54:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

edamo, Certainly one can eat a larger piece of a smaller pie. E-Machines is certainly proving that. The problem is, not everyone can do it. IBM's losses are reflecting that. There will be replacements for pcs, but that isn't the point. There are replacements for televisions, but lots of televisions are still sold. What is the point is that those sales do not come with huge profit margins on a commodity product whose market is saturated. Of course technology will progress. But boxmakers are low tech clomp together cos. The technology comes from other sources. And not all technology will be pc related, as most of it was in the decade of the 1990s. I like your wave analogy. So old it creaks, but useful. Bulls always use it at manic tops in valuations. They tend to forget it at bottoms. Best, MB