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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (65788)7/16/1999 1:52:00 PM
From: Charles R  Read Replies (2) of 1573922
 
ted,

<Frankly I think the crux of the problem is that the elasticity of demand is not high for the PC's themselves. Even the low end in the US is becoming saturated. >

IMHO, the penetration of PCs in ROW market has just begun and it has a long way to go. Pricing is the key. I would bet on a sustained 20-30% growth rate minimum for PC shipments for the next decade.

Chuck
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