Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (65801)	7/16/1999 2:28:00 PM
From: tejek	Read Replies (2) \| Respond to of 1573927

Chuck RE "IMHO, the penetration of PCs in ROW market has just begun and it has a long way to go. Pricing is the key. I would bet on a sustained 20-30% growth rate minimum for PC shipments for the next decade." I don't know for what ROW stands. ted

To: Charles R who wrote (65801)	7/16/1999 3:29:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573927

Chuck RE: " IMHO, the penetration of PCs in ROW market has just begun and it has a long way to go. Pricing is the key. I would bet on a sustained 20-30% growth rate minimum for PC shipments for the next decade." First the demand does not appear to be high right now with all the surpluses of chips, excess disk drives and the slowing revenue growth of boxmakers. Secondly I have not seen recent numbers so I can not comment on the 20-30% growth target but I don't see a lot of countries (outside of N. America and Europe) where the level of disposable income for the population is sufficient to allow for pc purchases. In Asia I believe it is Japan, Singapore, Hong Kong, Aus, NZ and maybe S. Korea; in S. America, it is Chile, Argentina, Brazil and maybe Venezuela; in Africa, S.Africa and the oil countries and Israel in the Middle East. Not a lot of market in my view. Of course, like you said, pricing is key....if they can get it down a lot below today's prices; then maybe the market will be large enough to sustain the kind of growth you are suggesting. ted