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To: John F. Dowd who wrote (86153)7/26/1999 7:09:00 PM
From: kapkan4u  Read Replies (3) | Respond to of 186894
 
<What goes around comes around. INTC will take care of its loyal customers first - wouldn't you? JFD>

Sure, just as AMD did, and lost a bunch of secondary accounts in the process.

Kap.



To: John F. Dowd who wrote (86153)7/26/1999 7:41:00 PM
From: John F. Dowd  Respond to of 186894
 
TO All: Here is someone who agrees with me- now a few months ago he wasn't talking like this but the PC is the TV of the present and the future. From Andrew Server at Fortune:
"PC DEMAND.... Did you see that, according to IDC,
demand for PCs climbed 26%? Now does this strike
anyone besides me as a little strange? I mean, you
have all these industry pundits and CEOs talking
about how the PC slowdown is about to hit, and then
BOOM! We're up 26%. I mean Mr. Bill himself was
talking last week about the coming slowdown in PCs.
Woe is me. The end is near. Right! Give me a break!
These guys are always crying wolf. Every spring they
say that this year is it -- the year PC growth is going to
slow. And you know what, it doesn't. Grows 15%-plus
every year. And I'll tell you something else. These
folks who say that the PC is going to get replaced by
Palms, set-top boxes, TVs or microwave ovens are
kidding themselves. No way. No way in the world,
especially in the workplace, that the PC is going away.
I mean, all this stuff will augment PCs, not replace
them. And as for PCs being powerful enough for the
applications available today, also BS. Why? Simple --
every three years or so people have to have a new PC
on their desk. It's like cars. They just get old, obsolete.
Hell, they make cars much better today than they did
10 years ago; people still buy new ones just as often.
(Never mind international expansion!) PCs forever,
baby! (And that's not to say Palms forever, too! Heck,
they sold 1 million of them already, and did a single
one of them get sold instead of a PC? I think not!)"
JFD