Freddy,
RE:"To: Gene Parrott (62296 )
From: Fred Fahmy
Tuesday, Aug 11 1998 6:50PM ET
Reply # of 62326
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."
Or they could have stayed with the PentiumMMX and run it up to 333MHz
and made them for $25.
The Pentium II still probably cost Intel nearly triple that no matter how you cut it, so they had no choice than to make the Celeron (cost about $45 + or - $5 IMHO) and the CelA for about $10 more. Kind of hard th sell a $75-$80 (cost) PII for $83 and make intel margins. |
