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Politics : Formerly About Applied Materials

AMAT 249.89

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Nov 26 3:59 PM EST

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From: Gottfried	8/10/2001 9:01:30 PM
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A sliver of hope from a CPQ conference... Compaq invited two important customers to speak at the meeting. Interestingly, one of these, the CIO of SBC Communications, indicated that he is sticking to a 36 month replacement cycle for desktops. SBC is doing this both in order to keep the total cost of ownership down and to avoid the need to replace a large number of systems in any one period in the future by skewing the replacement cycle now. This has been one of our more important arguments in predicting that worldwide PC unit demand next year is likely to be quite healthy. Our current forecast calls for worldwide units to be up 17.5% in 2002 after falling 5.0% this year. Message 16193863 Gottfried

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