Phillip, It's hard to believe that you have been in the computer biz. with that post I just read. It will hit on couple of points that are wrong in the post, others will finish for me.
1) ....the $499 NIC computer are reality. Talk to Larry (ORCL) about that one. ..... NIC drive to replace PCs is non-existent, and in disarray. NICs will be used to replace green terms. that's is as far as they will get if that far at all.
2)Talk of ISP's developing plans for $29.95 internet service with a free NIC computer will happen this spring. ....Try printing out anything with a NIC, or Video etc etc.
3)A shortage of an inventory part would "shut" down Dell because they only carry 7 days worth of most parts. ..... Sure right. Dells part suppliers have warehouse right next to DELLs plants.
4) The Japanese will attack like Pearl Harbor,,,,,,they will flood our shores this spring with low costs computers from NEC, Toshiba, Sony and Mitsubishi. They have a huge price advantage because of the exchange rate. .... This one is the worse one. Japanese have lost big time with PC and have been dropping out of the market like flies.
Greg |