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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (17320)	6/8/2001 10:05:59 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 30051

Dale: Crass generalizations don't tell you much. OK. As PC ASP's drop below $600, one would expect unit demand to rise as predicted early in 2000 by 15-20% per year. The additional increase was expected from the SOHO and home computers. Since unit demand is about flat at best, somebody is not buying. Personally,I don;t care what their lifestyle is they are still not buying. john PS Intel's AH tech rally and new higher Naz market range has faded as I expected yesterday.