Dear Steve,
I respect your opinion but find your case very weak. It seems that both SUNW and ORCL are doing very well with increasing revenue and earnings. They are changing the computing environment from a PC environment to a server one very succesfully. In fact, Wall Street now considers the four horsemen to be CSCO, SUNW, ORCL and EMC. So on the corporate side the PC's importance is weakening.
On the consumer side, companies such as AAPL, SONY, WebTV, AOL will use internet appliances that will allow the consumer to reach the internet. Thus less demand for a full blown PC. Less importance.
Yes, there will be companies and consumers that will continue to use the PC as their computing interface but the dominance of the PC technology is decreasing. If you cannot see that you are in denial. MSFT, GTW, DELL, HWP are
starting to get it. How about you?
Thanks in advance for your input, Bob. |
