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To: Barry Grossman who wrote (85257)	7/11/1999 3:30:00 PM
From: Paul Engel	Respond to of 186894

Barry - Re: "It's a Land of the Free (Computer)" Thanks for that article. Here's my favorite snippet: "There is no such thing as a free lunch, of course, and caveats abound in these new schemes. There are no complete PC systems available for $400, and the PC's that come closest are typically bare-bones machines with minimal features, dubious warranties and limited free technical support. The offers typically do not apply to Apple Macintosh computers or PC companion devices like the Palm Pilot. The Internet service contracts require payments of $700 or more over three years, and if the customer gets frustrated by the quality of the PC or the Internet service during that time, three years is a very long time to stew. " Paul

To: Barry Grossman who wrote (85257)	7/11/1999 5:39:00 PM
From: Fred Fahmy	Respond to of 186894

Barry and thread, Re: cheap and free PC's Two points. First, as long as Intel isn't giving away free CPU's I'm not worried about these type of sales, on the contrary. Much of this, if not all, is incremental demand, not cannibalization of the mid range or high end desktops that experienced users have become accustomed to. I don't think that when people who are use to a certain class of PC go to upgrade, they suddenly become penny pinchers. Second, the sales of these cheap and free PC's will increase the need for more internet infrastructure proportionally (i.e. high end, high margin Intel CPU's). Most people getting these types of PC's are buying them to use the web (e-mail, e-commerce, on-line banking/investing, on-line travel agencies, research, entertainment). This is great fuel for the sever fire. It is also more incentive for the internet to progress with on-line video, on-line music, and other applications that will not only require even more infrastructure (and more powerful infrastructure), but will eventually encourage these same users to get more powerful PC's down the road as bandwidth increases. E-commerce, increased bandwidth, and Asia......these are going to be some gigantic forces down the road....bigger then even the most optimistic can imagine. FF