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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.23-2.9%Nov 18 3:59 PM EST
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To: Robert Douglas who wrote (10174)2/7/2002 10:19:56 AM
From: Sampat Saraf  Read Replies (2) of 10921
 
When talking of replacements of PC's, I think there are several factors at work-

First, We need to distinguish between technology upgrade and just replacement due to failure of parts. Assuming a car does not last much more than 8 years, I do not see how PC's would not be replaced at least every 3-4 years just to keep the system functioning properly. The falling cost of newer more efficient parts and drop of support for older parts/softwares make it difficult trying to fix old systems than to buy a brand new one. In my case, I have found that when one part of the system breaks down (say a board), I find it is cheaper just buy a brand new system than spend few hours repairing and replacing a part.

In addition to need for replacement, I do not see how the PC demand could be saturated yet. I am not sure what the current penetration of PC's in US is but a typical family of four is already needing upto four PC's (like in my family's case) not even counting needs for mobiles when travelling/driving.

Of course when you put in global demand and market penetration the need will be even higher!

Just my 2 cents...
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