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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (33323)	10/18/2000 7:13:39 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

PC sales are slowing down according to most. Since 50% of homes in the US now have a PC that seems plausible. But what I wonder about is the rest of the world. There is still a lot of room to grow out there, possibly with smaller profit margins. Is this slowdown temporary? Will chips come back? It is not as if selling computers outside the US is a novel thought. These companies have been selling outside the U.S. for years. The point of the Newsweek article was that most homes that can afford and need a computer already have one and see fewer reasons to buy a new one. I would surely think that is equally true outside the U.S., even though the percentage of the population that has a computer in its house may be different than the U.S. Chips are here to stay. They won't "come back" because they will never leave. The question is more whether Intel will again take the throne in any product line.