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Technology Stocks
PC Sector Round Table

An SI Board Since March 1998

Posts	SubjectMarks	Bans
2025	10	0

Emcee: Pierre-X	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
825	PX, On displaced workers: What is the Pilzer book you are quoting from? I have	Sam	-	9/9/1998
824	Compaq, IBM, HP hop on bus spec By Michael Kanellos news.com <I>The new	Pierre-X	-	9/9/1998
823	I thought the GM hit on the P-II was mostly the SEC cartridge. I haven't do	Pierre-X	-	9/9/1998
822	Mendicino have a lower ASP than the P/II, therefore margins would appear to be	Frodo Baxter	-	9/9/1998
821	Are you all following the rather interesting product shuffle going on right now	Pierre-X	-	9/9/1998
820	A truly fascinating article. A MUST READ for PC sector groupies. news.com PC d	Pierre-X	-	9/9/1998
819	news.com High-end notebooks, low-end sales By Michael Kanellos <I>Lower-p	Pierre-X	-	9/9/1998
818	Interesting point about displaced workers. "It took fifty years for the	Pierre-X	-	9/9/1998
817	PX, <There are a couple of advantages of CDs stored centrally on a PC.&g	Yogi - Paul	-	9/8/1998
816	PX, Just got an email yesterday advising a new upgrade to musicmatch. Guess I	Stitch	-	9/8/1998
815	Making computers that can read, write, and reason like humans. redherring.com	Pierre-X	-	9/7/1998
814	GM, is Intel saying a ten-year-old kid needs a Maserati if he want to learn to	LK2	-	9/7/1998
813	PX/all, "Kids' Software Moving To High-End Machines" Filed at 11:	Gottfried	-	9/7/1998
812	There are a couple of advantages of CDs stored centrally on a PC. 1. Eliminate	Pierre-X	-	9/7/1998
811	PX, <<Musicmatch Jukebox is INCREDIBLY COOL BEYOND BELIEF!!!!! !!!!!	Yogi - Paul	-	9/7/1998
810	Pierre; <i><<CD-R was MADE for this ... Just think, put a couple	Stitch	-	9/7/1998
809	I agree. v/c is inevitable, but not today and not tomorrow. Even with widesprea	Pierre-X	-	9/7/1998
808	I'll be there on Thursday for sure. What day do you think you'll be co	Mark Oliver	-	9/7/1998
807	I registered for the DD conference. If they send me a pass I might show up clad	Pierre-X	-	9/6/1998
806	Seems clear that it's unclear that Ciena will hold the lead. I've read	Mark Oliver	-	9/5/1998
805	Lawrence, >Sounds good, but TLAB could rally again if the deal > break	Jurgis Bekepuris	-	9/5/1998
804	Sounds good, but TLAB could rally again if the deal breaks, like they did last	Frodo Baxter	-	9/5/1998
803	Lawrence, I'm long CIEN, short TLAB. 30% arbitrage spread, plus/minus an	Jurgis Bekepuris	-	9/5/1998
802	OT- DWDM Ciena, the leader in DWDM is probably cheap here. It's trading at	Frodo Baxter	-	9/4/1998
801	Mark; I think video conferencing will fly someday. Need more bandwidth however	Stitch	-	9/4/1998

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