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Politics : Ask Michael Burke

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To: BSGrinder who wrote (50627)3/8/1999 3:48:00 PM
From: Earlie  Read Replies (1) of 132070
 
BSG:
Some "goose-down" in evidence.

Reduced PC prices increase the odds that sales will improve, but the burgeoning economic problems lean against significant sales increases.

Why in heaven's name would a Chinese family buy a top line PC for internet work? This is simply dreaming. They are more likely to buy at the bottom of the spectrum (as is the case world-wide) and they have the added impetus (as you accurately point out), which derives from a PC price tag that is a huge fraction of annual income.

Incidentally, that 4.0 million PC sales figure doesn't jibe with data we have looked at. I'll comment on this after a check or two.

Our Mr. Yu expects the P3 to sell well based on the past solid sales record of its predecessor. Perhaps someone should tell him that
- INTC is no longer a monopoly and that
- There are a large number of less expensive chips available that will handle China's internet needs.

Best, Earlie
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