Dale,
re: "Or perhaps purchasers, wary about Windows XP, will rush out to buy PCs before October in order to insure they don't get stuck with Windows XP."
You haven't paid much attention in the past. Folks waited for even lousy new OS's to upgrade. XP has gotten pretty good reviews, the perception is that it is a much better, more stable OS. At retail, what the consumer thinks doesn't matter. Weeks before XP is released, the shelves will be almost bare of PC's, the back up stock thin. Retailer are going to have very lean inventory, on the realistic fear that they won't be able to sell PC's with W-ME, if there is a PC sitting next to it with XP. And if retailers are not buying PC's, box makers are not buying microprocessors.
re: "I suspect communications will recover before processors.
I hope communications recovers before microprocessors, that would be better for Intel's bottom line.
re: "In any case, the natural yearly purchasing cycle should result in some recovery in H2 2001. If there is a major recovery in the PC sector it will probably be from the long awaited dual introductions of Palomino and Tualatin."
Yea, all my friends and neighbors are talking about how they are looking forward to Palomino and Tualatin. LOL.
John |
