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Strategies & Market Trends : The Millennium Crash
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To: yard_man who wrote (4108)4/12/1999 3:33:00 PM
From: Arik T.G.  Read Replies (1) of 5676
 
Now seriously.

The news are very bad for INTC. Not too bad for MSFT. Can't tell about DELL.
90% of PCs will sell under $1500 in '99. That means 90% of CPUs will be sold under (retail) $270. That'll cut Intel's revenues and gross.
Revenues grew 28% from '95 to '96, 20% from '96 to '97, and only 5% from '97 to '98. Guess in '99 there would be an actual decline, although unit shipments will continue to grow.

ATG
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