Mohan, Re:High-end PC sales, up ---> (last year's low-end) == (this
year's high-end). Nothing really news. Expects the same in 1998.
Also this year's high-end is very, very good machine ---> PC sales
should be on donw-trend slowly due to the capabilities of these
machines.
PC is a commodity business and is a victim of its own success, ie:
nature's cycle. PC should be coming from SEA more and more due to
cost advantage and U.S company will be sale/marketeer, which we
are very, very good or damned good at.
Get any PC and pay Michael Jordan, Dennis Rodman, Shag ... to have
the ad. and you get a very good PC (well, at least the sale is good). |
