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

To: Paul V. who wrote (49227)	7/16/2001 4:00:35 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Paul V, This may be the washout we were waiting for in semi equips. In relation to semis and naz they are not flying high anymore. Think I will stick with cary's entry points for additional shares. Thats amat at 40 to start. While we rotate this weakness, nasdaq still stays in that 2000-2300 range. Tomorrow after the close with intel and ibm could be pivotal. mike

To: Paul V. who wrote (49227)	7/16/2001 5:36:10 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Paul, 3 years before replacing a PC seems right to me. >I recall reading on one of the SI sites that the Y2K computer purchases should getting at the end of their 2-4 life cycle. Is this correct from an engineering standpoint?< I have a 2 year old desktop @ 400MHz, 4GB and 96MB DRAM. I'd like to upgrade to Windows XP by spring because I'd like a more stable OS, more storage and a little more speed. I guess businesses will decide based on PC usage. If someone just runs a spread sheet they don't need an upgrade PC. Gottfried

To: Paul V. who wrote (49227)	7/16/2001 6:37:30 PM
From: mitch-c	Respond to of 70976

... the Y2K computer purchases should getting at the end of their 2-4 life cycle. Is this correct from an engineering standpoint? Yes. (Speaking as someone partially responsible for the replacements in my company.) I've usually considered the full useful life of a desktop PC to be about 5 years - from state-of-art to data-entry dog. If you buy behind that state-of-the-art point, you usually get dramatically better pricing ... at the cost of 6-12 months of useful life. (Most large company purchases inadvertently force buys there, due to bureaucratic/clerical delays.) Next (and more important), many larger companies are leasing their PC's on two or three year leases. The thinking of the IT folks is: a) forced upgrades as leases expire; and b) management of a few groups of similar machines makes support simpler. The mid-1999 leases should be expiring now (2yr) to a year from now (3yr). Given the greater bang/buck ratio available today, there is little incentive to hang on to the 3-year-old Pentium II boxes. However, expecting a wavefront of upgrades isn't necessarily accurate. Just as we knew baby boomers would have kids, their individual choices of when and how tended to blur the boomlet across more years than the original boom. - Mitch