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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: John F Beule who wrote (17264)	12/15/2000 10:22:07 PM
From: Ausdauer	Read Replies (1) of 60323

Microsoft Warns. A positive for SanDisk? What is the main reason for Microsoft's dampened expectations? siliconinvestor.com Well, look at PC sales and the prior warnings by the PC box makers and realize that every new PC sales equates to an automatic Microsoft purchase. And when people fail to see any additional value from upgrading their PC to the latest model, the PC market softens and Microsoft's OEM sales plummet. To be honest the last greatest PC accessories I have purchased have been a DSL modem, my CD burner and my digital camera. What doesn't excite me anymore? Well, I now own 4 or 5 OEM versions of Microsoft Windows 3.x, Windows 95 and Windows 98, as well as the generic office suite items with Outlook and they are about as bland as a gallon-size family pack of vanilla ice cream. The PC market is mature. It is overripe. It is has had its run. It has been commoditized to the point where some companies were even giving away boxes in exchange for ISP subscriptions. And with this maturation we have come to the point of sales deceleration. Dell is having trouble. Compaq is having trouble. Apple is having trouble. The list goes on and on. I hope that this holiday season will demonstrate that consumers are now turning a cold shoulder to PC boxes and are opening their arms wide and embracing PC accessories. This list will include digital cameras, MP3 players, handheld PC's, GPS systems and the like. These are smaller, more easily digestible purchases that come in compact and easily gift wrapped boxes... ...and there is not a nickel of profit for Microsoft in any one of them. Ausdauer@pass_the_Bosco_and_the_maraschino_cherries.com

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