First , you should understand that CPQ is no longer a PC company, its business model will be quite different than DELL , those PC makers, in the future.
Secondly, we should not look at PCs in the traditional way any more, PC will be
working as a major server in every family. Think about that PC can be used as
as a communication carrier for teleconference, video phone, real time digital broadcasting
tools from the internet.PCs is no longer served as a tool for word processing, calculation, data storage only anymore. The market will be much broader in the future. Do you like the feature in the PC that you can play bridge in real time
with your friends in Europe or Asia through a four way communicational channel.
The future PC will also serve as a tool for entertainment, and not just limitted to the professional anymore. Think about that how many families in the US have more than two TVs nowadays !!!!! The rest , I will leave for you to figure out.
Also , if you read the long term chart carefully, you will see that most of the time in the past 8 years, CPQ start to climb in the time frame of June to Aug, and flat out
in Dec, and pull back from Jan to the beginning of summer. Why ? Because
PC is a seasonal cycle business !!!!! |
