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Politics : Ask Michael Burke
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To: gbh who wrote (46514)2/11/1999 9:56:00 AM
From: Mike M2  Read Replies (1) of 132070
 
Gary, the PC touts used to brag about dollar revenue growth now that ASP's have fallen they point to unit growth. The PC growth touts used to point to the global sales potential- none of them foresaw the recession/depression in Asia. The PC growth optimists also like to reference the low global penetration rate- the same was said about the auto industry before it matured. As far as the PC industry goes we seem to be at the point where ASPs have to come down to increase penetration and as Mike burke says " it ain't sales its margins" The TV industry is a great example where unit growth continued but margins disappeared. There will be much growth in Asia again but those countries look to the japanese model of closed markets and export based economies. Many US companies will be disappointed with their share of this anticipated growth. Mike
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