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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Yogi - Paul who wrote (6511)6/5/1999 10:39:00 PM
From: Frodo Baxter  Respond to of 9256
 
>Hmmm, on-line shopping, personal web page and internet connection. Isn't that the main consumer demand driver for computers?

Nope. It's to write e-mail, do homework, manage personal finances, and play a couple deathmatches on Quake. Oh yeah, also daytrading. Compare AOL usage to WebTV.

Besides, ask any teen if he wants a Pentium III or a WebTV. Hell, ask yourself.

>Price point? $99.00 for Classic and $21.95/month.

Big deal. You can get a 333mhz Emachines for $399 at Microcenter. If you sign up for a 3-year $19.95/month MSN subscription, they give you a $400 rebate.

Don't know why you're shorting SEG or QNTM. Might I suggest RDRT or WDC instead? I'm pretty sure they will both miss badly.