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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (37097)	1/25/2000 1:32:00 PM
From: abbigail	Respond to of 74651

Dear johnd" NO! "Smulders predicted growth in 2000 will slow by 4% from 1999 levels. Much will depend on the industry's ability to persuade their customers to replace PCs more frequently. Businesses will be interested in getting smaller, less complex and cheaper products..." There is huge pent up demand because of y2k. Older PCs are filling up with data, and need upgrades in speed, connectivity, and storage to handle new software ... AND THIS WILL CONTINUE. When was the last time businesses were interested in LARGER, MORE COMPLEX AND MORE EXPENSIVE PRODUCTS? As they say johnd, GET REAL! Abbigail

To: johnd who wrote (37097)	1/25/2000 3:12:00 PM
From: nommedeguerre	Respond to of 74651

johnd, "Smulders predicted growth in 2000 will slow by 4% from 1999 levels. Much will depend on the industry's ability to persuade their customers to replace PCs more frequently. Businesses will be interested in getting smaller, less complex and cheaper products, he said." The question might be: what, if anything, would make a 500MHz+ PC obsolete for the normal office worker running a spreadsheet and wordprocessor? I'd rather see the company spend $5000 on RAM to add a RAM-DISK to my current machine than on a faster processor which I no longer need anytime soon. How about replacing everyone's small monitors with 21" Flat-Panel Displays? I'd bet on the money drifting away from the main processor toward things like RAM, Monitors, Speedier Networks and local storage. I think the replacement cycle on laptops will continue to be short because there are still improvements to be made in lowering their costs and improving battery life, weight, etc. Cheers, Norm