Gene,
Thanks for the info. I definitely believe the more articles/opinions you read the better off you are. Applying common sense to what you read and drawing your own conclusions is even better.
<"Worse, it now seem's the double whammy of soft PC sales and falling prices could be around for years.">
Soft PC sales....hmmm...where have I heard that before. Oh I remember, I heard the pundits say that last year and the year before and the year before that....etc. I wonder what is going to cause these "soft PC sales". Is it going to be the global expansion of the technology revolution.....uh...no, I don't think so. Is it going to be more and more people shopping, trading, banking, entertaining, researching, communicating via PC's....ummh...no, I don't think that will do it either. Will it be Asia's recovery...woops wrong direction. Oh I know, soft PC sales will be around for years because Business Week says so <ggg>.
As for falling prices....show me a three month period since 1995 (or even earlier) when PC prices haven't fallen. PC prices are always falling.
In all seriousness....if predicting the future was as easy as reading some simple minded forecasts in Business Week we would all be rich. The fact of the matter is the way to make a killing in the market is to know when the pundits are full of crap and take advantage of the situation. "...soft PC sales could be around for years".....Yeah right, and pigs could fly if they had wings....give me a break.
<sales of more profitable $1000+ PC's are expected to grow just 10% annually for the next five years>
IMO, another ridiculous baseless forecast echoed by many of the sub $1000 evangelists.
Re: Celeron
I never liked Celeron and I am still convinced that it was a ploy to appease the shallow minded analysts (many of whom were satisfied). Intel could have used their current PII266 for that segment but then it would have appeared as if they weren't doing anything special for Segment 0.
<You seem to pin all your hopes on the high-end, particularly servers, but Intel has a long way to go in this market also.>
No, not at all. I have always maintained that Intel will continue to well in all segments, although they will have to spare some low end crumbs for AMD/Cyrix (if nothing else to keep the DOJ at bay). But...the high end represents NEW INCREMENTAL HUGE potential for Intel both in term of revenue and earnings. I don't disagree with your assertion that they have a long way to go in this endeavor, but IMO they are on the right track with little competition in sight.
<Like I said 14 months ago, Intel has entered a new era. >
I don't disagree with this observation either. I just disagree with respect to the consequences of this new era.
Good luck to all,
FF |
