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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote ()3/16/1998 9:16:00 PM
From: Pierre-X  Read Replies (1) of 2025
 
Re: Current PC News

I'll get the ball rolling with a pair of interesting articles from recent news.

IBM, HP facing big inventories
news.com
In a keynote speech yesterday at Internet World in Los Angeles, HP chief executive Lewis Platt said excess inventory will cause across-the-board price cuts in PCs and servers.
...PC shipment growth is going down, not up.
...Dell, Micron, and Gateway 2000 are pouring new servers into a market where Compaq was once the only game in town.


CHEAP PCs: THE MODEL T OF THE DIGITAL AGE
businessweek.com
...the flood of new buyers nudged the penetration of PCs to 43% of U.S. homes--up from the 40% range where it had been stalled for three years, according to IDC/Link.
...Electronic commerce could quickly change from a bonanza for the few--such as Amazon. com--to a huge business for all sorts of online merchants.
...a wrenching shift to a new, lower-margin business model.
...the next generation of low-priced computers will revolutionize the computer industry, the Internet, and lifestyles.
...So, ironically, 15 years after Apple Computer Inc. set out to build ''a computer for the rest of us'' with the easy-to-use Mac, it may be up to Intel and Microsoft to finish the job.
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