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Technology Stocks : CSCO, MSFT, DELL and the future.
MSFT 519.30+0.3%10:32 AM EST
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To: FAISAL JILANI who wrote (5)4/6/1998 2:35:00 PM
From: Jim Patterson  Read Replies (2) of 46
 
Just for the record,
PC sales growth has been slowing since the peak n 1995 with about 24% growth.
You are right about the number and size of systems running antiquated equipment.
Problem is that a lot of that can be replaced with < $1,000 boxes.
Units are growing but ASP's are falling faster. Net net, very low single digit Rev growth in the PC sector. Posibibly negative is NSM is right about a PC on a chip for $400.

Jim
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