Lindy, I have been saying this about Boxmakers for a while, the PC market is getting cannibalized by sharp drop in Average Selling Price of the Box.
If you are a fan of internet, and networking this is great as there will be exponential demand for the bandwidth and networking equipment by ISP and carriers.
DELL will not be immune to this phenomenon, irrespective of their business model. These BOX MAKERS made big profits when Memory chip makers and IC makers were getting killed last three years ex. Micron, Cirrus logic, LSI logic, and others. Its the turn of the commodity box makers to take it on the chin, while NETWORKERS and TELECOM equipment and service providers make the big bucks. This bodes well for us as average low income american can now buy a BOX and get on the net(CSCO,LU) and RIDE THE LIGHT(QWST). Money should flow out of DELL, CPQ, HWP into CSCO, LU, QWST, WCOM and so on.
Regards,
BR |
