ed, re together with the price drop of PCs, we see the trends that all family in the world will buy pcs in the next couple years, and it is a revolutionary change.
I'm absolutely bullish on CPQ, but please, try to avoid irrational statements with no link to reality.
Reality is: PCs are still a luxury for most people, period. For a small business owner/self-employed person or telecommuter, a PC is essential, I believe. However, I know a self-employed individual who employs two or three employees, and this business owner does not have a PC. They have their accounting done by an accountant. They do have a modern word processor for non-business use: For <$250, they have a full screen monitor, which hooks into a keyboard/printer unit. Included besides word processing is a personal finance program and a couple of games. The printer prints in color, with multiple fonts types/sizes.
This is a family that could easily afford a regular PC, but they simply don't see the need. As for the majority of people in the world who have never used a PC, they haven't because they can't afford luxuries, and that simply isn't going to change anytime soon.
I do agree that the sub $1K PC will drive the US penetration rate up, maybe up to 50% or even higher. But no, I'm sorry, "all family in the world will buy pcs in the next couple years" is simply not going to happen.
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