Lindy...
Snas, this article is overly pessimistic, IMO, but,it lists the reasons that just about all of us on this thread are out of the boxmakers, and why most of us are now so heavy on communication companies, such as Cisco, LU, and Qualcomm.
I think we can pat ourselves on the back that we saw this coming
Agree with your comments entirely.
Still, I think the article misses the usual retort that new applications will require that even low-end computers will need increasing processor and memory muscle...speech recognition is often cited as an example. Also, a gorilla like INTC seems to be gobbling up everybody's niches (gorillas have an ever-widening target), wanting to place network cards (3Com territory) on chips, or convert NICs into chips, audio cards as chips on motherboards, PC on a chip concepts, etc. One could also argue, like some on the INTC thread, that all those cheap computers are going to need servers to store or route PC info., etc.
Stan |
