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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (37638)	9/30/2000 11:17:59 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

and from another Barron's article, another rather surprising statement. If they keep this up, we'll have to change their name from Bearons to Bullons. ;^) Ian ++++++++ ... The reason for his [Alan Greenspan's] tolerance, of course, is America's ongoing productivity shock -- emphasis on "ongoing." Indeed, unlike the kids in the street and the old codgers in the conferences, Fed insiders tell Barron's that Greenspan and many of his colleagues think the U.S. economy's best days may be yet to come. ... Greenspan thinks we've yet to feel the full benefits of the telecommunications and computer revolution that's swept the economy. And what the Fed is hearing these days -- particularly from district Fed banks scattered around the nation -- is that the downshift in growth may actually spur a new wave of productivity-enhancing, high-tech spending. ...

To: Proud_Infidel who wrote (37638)	9/30/2000 11:44:10 PM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 70976

Nice article, Brian! The rest is OT with respect to AMAT-- Yes, Dell continues to be optimistic about their future and the future of the PC. Getting through the next few weeks or months may be the trick. I've noticed that most computer makers aren't playing the modern marketing game: Differentiate (segmet) the customer base while rationalizing resources internally. Indeed, many of these big names really see only 2-3 types of customers, while they build many little internal business units to meet these customers' needs. That leads directly to internal competition to make the sale, and that's bad. Example: Dell sees their customer base broken into two groups: Corporate (they call them Relationship), and individuals (Dell calls these Transactional). You can see the 85:15 ratio between these two in the revenue sense in the article you posted. Meanwhile, there are five major lines of business in Dell (Dimension, Optiplex, Latitude, Inspiron, servers) with additional units selling upgrades, add-ons, memory/storage, and so on. The first one of the big computer makers to change this model will likely sort to the top.... Mitch