America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: jack rand who wrote (6085)	11/22/1997 2:12:00 AM
From: Steve Robinett	of 13594

Jack, >>The 80% are upgrades and second units.<< >>Also, first time buyers as % of total have dipped to 30-40% vs. 60-70% in year past. That will blip up for X-Mas, tho, as usual.<< Interesting numbers, and you've changed my mind that under $1000 PCs dramatically help AOL. Economically speaking, upgrading to under 1k PCs means the marginal utility of "bigger, faster, more powerful" has dropped off a bit for the time being, which is really a response to available software. The apps most people use run just as well on a 166 Pentium as on a 300MHz Pentium II. The high end stuff goes into the server market. I don't see any news from Comdex that will change that. Gates was muttering about voice recognition--ho hum. Best, Steve

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