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Technology Stocks
Wintel's Demise

An SI Board Since August 1997

Posts	SubjectMarks	Bans	Symbol
328	3	0	MSFT

Emcee: Urlman	Type: Unmoderated

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153	Yet you said you bought 10,000 more PFG Sep09. Do you think it will go soon?	Wildcat	-	9/14/1997
152	Wildcat; I have gottem so aggravted at CMS, that I figure if I cannot say anyth	Bill Jackson	-	9/14/1997
151	Off Topic: Hey Bill we haven't seen you on the PFG thread for a while. St	Wildcat	-	9/14/1997
150	But one of my points is that the cost saving is not really that large. There i	Thomas Mercer-Hursh	-	9/14/1997
149	I think our differences come down to my belief that the market which includes &	Punko	-	9/14/1997
148	If someone like Robert Morris were to crash the Internet again eos.ncsu.edu Who	Urlman	-	9/13/1997
147	I don't think your pricing expectations will hold up to closer scrutiny. R	Thomas Mercer-Hursh	-	9/13/1997
146	In the early stages, there may well be, as you point out, two distinct classes	Punko	-	9/13/1997
145	Ms. Traut, I am very much in agreement with the potential for NCs in this kind	Thomas Mercer-Hursh	-	9/13/1997
144	I guess I am making a distinction between a low end Internet "appliance&qu	Thomas Mercer-Hursh	-	9/13/1997
143	What do one need to beat Intel? He must have all strength of Intel (definitel	Jurgen Trautmann	-	9/13/1997
142	Punko, The first commercial TV screens were about 3x5". It took awhile, a	Doren	-	9/13/1997
141	Thomas: I agree that if the only differentiator between NCs and PCs is price,	Christine Traut	-	9/13/1997
140	Thomas, we are getting peaked out with space hogging features. They take so lon	Bill Jackson	-	9/13/1997
139	Thomas; There will be a number, differentiated as to market and costs for both	Bill Jackson	-	9/13/1997
138	You accurately point out some of the reasons why the PC has not lived up to its	Punko	-	9/12/1997
137	> 100 baseT and fiber networks allow this to be done Careful. One needs to	Thomas Mercer-Hursh	-	9/12/1997
136	Right on, Mr. Jackson. Every computer resource ever invented obeys Parkinson&#	Thomas Mercer-Hursh	-	9/12/1997
135	The problem with this kind of blue sky dreaming is that it ignores the existenc	Thomas Mercer-Hursh	-	9/12/1997
134	That freefall in PC pricing is one of the things I see as the big risks for NCs	Thomas Mercer-Hursh	-	9/12/1997
133	I have very mixed feelings about the prospects for the NC, as such, in the home	Thomas Mercer-Hursh	-	9/12/1997
132	All, speaking about bandwidth: M$ kicks Java applets off their web: www8.zdnet.	Ali Chen	-	9/12/1997
131	Off topic, but worth a few laughs. As much as I'd like to, I can't clai	Punko	-	9/12/1997
130	Your assessment is on target. Longer term, there will be a shakeout among the	Punko	-	9/12/1997
129	I appreciate everyone trying to talk me out of my riskier bets. I agree that G	Christine Traut	-	9/12/1997

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