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To: Danny Boy who wrote (83311)6/14/1999 9:32:00 AM
From: Amy J  Respond to of 186894
 
RE: "real world uncertainty of PC sales "

Danny Boy,

My opinion on PC sales:

1. Retail PC sales do not make the entire PC market

(Which consists of: Consumer PC, Corporate Desktop PC, and Server, which is incorrectly included in the PC market so often, I generally include Server as PC)

2. IMHO Server sales is where the larger "PC" opportunity exists, whether it's telecom driven or otherwise (#3)

3. Looking at last year's industry server sales might obscure the fact Intel is capturing high-end Server sales from competitors accustomed to selling these units at extremely high costs.

Amy J