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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Ex-INTCfan who wrote (4371)9/28/2000 9:21:58 PM
From: Jim Willie CB  Read Replies (2) of 65232
 
the PC has become a commodity
but the underlying processor is finding many uses
like multiprocessor servers

funny, I see the PC as passing recently thru a fork in the road
(not by any means an original thought)
one road leads to the "thin client" with low power, solid graphics, good memory, good connectivity to internet

other road leads to bigballs PC, which lately has evolved into small workstations for the public
in 1990 one would salivate to have 600mhz and 128mb on the desktop like I do right here and now

the PC is nowhere dead, just aint part of the fast track growth
it is NOT replacing anything, thus lost heavy growth
(portable devices may soon cut into PC desktop)

higher PE's will be the norm as long as hypergrowth is registered for the cutting edge players
cutting edge product peddlers are replacing the entire world's slower network routers, switches, old clunky storage, old clunky landline circuit-switched telephones, slow old thin fiber
plenty of hypergrowth left

I love to spout the Darwinian theme
"the winners take all" ... or close to it

I see a separation coming soon, already started
split OldTech from NewTech
Intel news was the first split in the continuing separation

agreed on all counts
/ jim
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