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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: John Stichnoth who wrote (3505)7/6/1999 9:59:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
John responds with good points I'd like to clarify.

I wrote: "Household penetration of PCs will top out at about 65% to 70%."

He responds: "You are assuming that the PC does not supplant the TV as the primary medium in the home."

I'm not concerned what the box is called. Instead, I'm referring to any box that provides the functions the PC provides today, regardless of what we call it.

He also wrote: "Also, that the number of PC's per household does not continue to rise."

I think household penetration of the first PC is more important than the growth of multiple PCs in the same household. My thinking is that by the time there are as many computing devices in a household
as there are televisions today, those computing devices will be different devices. Instead of having three computers that are essentially the same, there will be three different devices, each meeting the specific needs of the user in a specialized way.

--Mike Buckley

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