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To: LindyBill who wrote (3404)	7/4/1999 10:20:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

I think we can pat ourselves on the back that we saw this coming. No, Bill. If I can pat myself on the back that I saw it coming, I get a slap on my wrist for thinking it would happen at least a year earlier than it did. On the other hand, you can put a crown on your head for the incredible timing of seeing exactly when conditions turned. Unbelievable! Having tipped my hat in your direction, I'll now step up to the plate and offer yet another opportunity to show where I'm not as good as you at this stuff. Even so, I disagree with your thinking that the article is overly pessimistic. The PC's undoing in the consumer marketplace will be the hand-held devices. This was alluded to in the article but was addressed only very slightly, undoubtedly because the author knew we'd read it and comment that the handhelds haven't yet crossed the chasm. :) The essence of my thinking goes like this. Household penetration of PCs will top out at about 65% to 70%. The other households won't ever own a PC because they will own several hand-held devices instead. They're more mobile, can be used at the same time more easily by multiple members of the family. And the hand-held device can be more easily and cost-effectively purchased to accomdate the individual, differing needs of the various family members. Just my opinion. --Mike Buckley

To: LindyBill who wrote (3404)	7/4/1999 10:24:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Lindy... Snas, this article is overly pessimistic, IMO, but,it lists the reasons that just about all of us on this thread are out of the boxmakers, and why most of us are now so heavy on communication companies, such as Cisco, LU, and Qualcomm. I think we can pat ourselves on the back that we saw this coming Agree with your comments entirely. Still, I think the article misses the usual retort that new applications will require that even low-end computers will need increasing processor and memory muscle...speech recognition is often cited as an example. Also, a gorilla like INTC seems to be gobbling up everybody's niches (gorillas have an ever-widening target), wanting to place network cards (3Com territory) on chips, or convert NICs into chips, audio cards as chips on motherboards, PC on a chip concepts, etc. One could also argue, like some on the INTC thread, that all those cheap computers are going to need servers to store or route PC info., etc. Stan

To: LindyBill who wrote (3404)	7/4/1999 10:44:00 AM
From: Uncle Frank	Respond to of 54805

Good morning, Bill. Are you up early suffering withdrawal, too? The way the market ran last week, I'm sorry to have to take a three day weekend <g>. How about a great quote from a great American leader on the 4th of July: "Something special has happened to the American economy in recent years," Federal Reserve Chairman Alan Greenspan observed in Congressional testimony on June 1. "An economy that 20 years ago seemed to have seen its better days is displaying a remarkable run of economic growth that appears to have its roots in ongoing advances in technology." Frank