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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (3405)7/6/1999 9:42:00 PM
From: John Stichnoth  Read Replies (2) of 54805
 
The essence of my thinking goes like this. Household penetration of PCs will top out at about 65% to 70%.

You are assuming that the PC does not supplant the TV as the primary medium in the home. Also, that the number of PC's per household does not continue to rise. Also, that the penetration overseas does not continue. All of these probably happen in the low end, of course, but they do occur. IMO!

(At some point, will we be confused if an appliance is a TV or a PC?)
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