Larry, Skeeter, John et al:
Thanks for some interesting insights. The frothy discussions these days bring to mind the ones that dominated the thread during the early days of Micron's decline in early 96.
John writes:
"one billion internet users"? "Dataguess" must be smacking its palm on its head for not being the first to come up with the 1B figure. Outlandish by a factor of ten, no doubt, until they explain the economic scenar^H^H^H^H^H^H circumstances that would allow 10% of all Chinese, Indian, and African peasants to go on-line with 30% of the rest of the world. (What year is this supposed to be true?)
Not so outlandish if you have taken the time to visit india or china recently. I have been able to access the web from remote indian villages and the the points of presence exist because chinese, indian peasants are no less sophisticated than their american counterparts, at least when it comes to the net. The current projections for access to just indians runs to about 200 million people online by 2005 (and that is a huge middle class, believe me).
Ultimatley, com. Barrett may not be far off the mark in his projections. I just think that this may have nothing to do with DRAM prices, that is all.
Best Regards,
Sridhar |
