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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (64631)	7/10/1999 2:43:00 AM
From: Amy J	Respond to of 1584064

RE: "One of the elements that cloud the PC demand picture is the emerging information appliance sector" ... free pc deals." Maybe there's a lack of understanding in the industry as to what these devices will do and how they will augment and create add-on businesses for the Server (i.e. increase Server demand.) Crying displacement might mean the opportunities aren't understood. Amy J

To: Yougang Xiao who wrote (64631)	7/10/1999 3:01:00 AM
From: Amy J	Read Replies (1) \| Respond to of 1584064

RE: "Paul Liao, Panasonic's chief technology officer and president of Panasonic Technology, said ... "nobody talks about watching a PC, he said." Did Panasonic's CTO say he thinks people won't watch PCs? What is Broadcast.com? Amy J

To: Yougang Xiao who wrote (64631)	7/10/1999 3:20:00 AM
From: Amy J	Respond to of 1584064

This article reminds me of an article which pointed to the Newton as a failure and proceded to announce the hand-held industry as a failure. Meanwhile, just days prior to the article's publication, PalmPilot closed on their first VC deal, which resulted in the most successful consumer electronics device story (3m in 18 mo > walkman shipments) Now, this article points to WebTV as a failure, "WebTV, for instance, currently only has around 800,000 subscribers." How history repeats itself. Amy J

To: Yougang Xiao who wrote (64631)	7/10/1999 3:56:00 AM
From: Amy J	Respond to of 1584064

RE: "Net devices increasingly may have to become home servers, predicted Staten, a device that can also provide Internet connections to other appliances or link up various machines." I disagree. I don't think the server-side Appliance will become the synchronization device for consumer appliances. The PC isn't disappearing. The synchronization device for consumer appliances will be the general purpose PC, where the consumer's applications, powerful access to Portals (to be downloaded as Personalized Portals to appliances), Internet access, etc, co-exist. The server-side Appliances are specialized, not general purpose. The consumer synchronization device will most likely require the utility of a general purpose machine, like the PC, dueling as a multi-faceted device, not a single-purpose Net device. Amy J