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Technology Stocks
Comdex'95-WINTEL's Demise?
An SI Board Since November 1995
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Emcee:  Mike Torrence Type:  Unmoderated
Introduction Compact
It has been very difficult to get information on the Comdex show in Las Vegas. Apparently, the rage of the show was anything related to the Internet and the idea that a small, inexpensive, single purpose machine would one day (soon) replace the more expensive, more powerful, multi-dimensional technology which we have grown accustomed to seeking and which Bill Gates and Andrew Grove have been providing. The price action in both MSFT and INTC this past week was horrific (again) and despite great sales numbers and positive earnings during their most recent quarters, analysts continue to downgrade these companies. I would have thought that, given the very positive response to Windows 95 by the public, generally, and with forecasts for microprocessor demand growing geometrically, that these stocks would see their multiples expand not shrink. Does anyone know more about what was said at Comdex? Where are analysts and industry people getting the idea that a $500 machine for "internet only" is the next great marketing platform? Finally, does anyone think that Wintel won't be a player in the Internet game? Your thoughts and information are appreciated.
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27 Bob...I don't think Intel and Microsoft is going down any time soon. In facJoe Fang-11/26/1996
26 I don't doubt it. But if Microsoft and Intel manufacture and market that tRJC2006-11/26/1996
25 Bob...imagine a few years from now...PC's may not need a key board and justJoe Fang-11/26/1996
24 Jean...why would NC's replace PC's at home ? JoeJoe Fang-11/26/1996
23 I must agree with you William. The Internet is giving every company a great leJean-STbastien Vanbrugghe-11/25/1996
22 Yeah, I mean how damn much easier do people want it? I was DOS up until about RJC2006-11/24/1996
21 I would not, along with many others to let a dumb NC supplant my PC. Although IJoe Fang-11/24/1996
20 People have been predicting MSFT and INTC's downfall for years and everytimRJC2006-11/23/1996
19 "The price activity in Intel and Microsoft has been horific?" Where hNikita-11/19/1996
18 If you are a Windows 3.1 user and you want to try out the remote control demo aPFRice-12/6/1995
17 First lets get some terminology down. A "CLIENT", whether it be &quoPFRice-12/5/1995
16 Both your responses were very helpful, although I must admit I had to read themMike Torrence-12/2/1995
15 I'd go back to pencil & paper before I'd trust the personal data onThe Commander-12/2/1995
14 Re: I'm not saying this isn't possible. You bring up a good point. A pPFRice-12/1/1995
13 Re: What a dark picture for WINTEL....... >I think that in the end the fatePFRice-12/1/1995
12 I'm not saying this isn't possible. But I still remember working at IIra Vine-12/1/1995
11 What a dark picture for WINTEL....... I think that in the end the fate of IA&#Winner Victorious-12/1/1995
10 Here is my long winded and probably naive take on the $500 PC, PClite, InterpePFRice-11/30/1995
9 My crystal ball says "Intel will be rated a buy before the end of the yearCameron-11/30/1995
8 William Goldman Sacks, just lowered profits projects for MU, but kept it'sJoan Osland Graffius-11/30/1995
7 Patience, I have. Although Merrill (Tom Kurlack) is projecting a price betweenMike Torrence-11/30/1995
6 William Not true, Merrill Lynch is projecting Intel at between 80 and 90 per sJoan Osland Graffius-11/29/1995
5 It's interesting. If Intel maintains its current PE of 18.0 (trailing twelMike Torrence-11/29/1995
4 It is interesting that Netscape is advancing after COMDEX. I checked the intradCameron-11/21/1995
3 "Overvalued internet related stocks?" I agree Cameron. Look out forgeorge moskowite-11/20/1995
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