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To: Tony Viola who wrote (55714)9/18/2001 11:03:53 AM
From: andreas_wonischRespond to of 275872
 
Tony, Re: We'll have to wait and see. Sometimes, completely out of the realm of the expected events produce unexpected results.

I agree. E.g. I regularly monitor cinema ticket sales in the US (just for my personal information) and I was astonished that last weekend they only declined 12% over the preceding week. While I certainly think that PC sales slumped in the first few days after the attacks, the long term effects are IMO unpredictable right now. Much will also depend on the mood after the US retaliation strikes.

Andreas



To: Tony Viola who wrote (55714)9/18/2001 11:32:46 AM
From: Road WalkerRead Replies (2) | Respond to of 275872
 
Tony,

The CEO of Best Buy was just on CNBC and said that computer sales, especially notebooks, were strong after the attack. I'm not sure if he was talking primarily about the NY area, or not.

John



To: Tony Viola who wrote (55714)9/18/2001 11:44:27 AM
From: jamok99Read Replies (1) | Respond to of 275872
 
Tony:

Re: <<But, the optimistic side said, what person that has even just $500, say $800 on average, wouldn't spend that amount of money on a computer that can be connected to the Internet 24X7X365? Maybe we're different, but I was looking at the PC as much as TV, for news, looking up maps of the middle East, history and profiles of the usual suspects, etc. in the last few days.>>

I'm skeptical of the idea, based on this logic: Those that use the internet as a main channel for information likely already own a computer, as those who don't often don't understand the ease of obtaining the wealth of information available. So the question becomes not whether people will buy their first computer, but whether they'll 'buy up' to a more current model. While I have no special claims to normality ;-), if the average joe is like me, I'll probably stick to my p2 400mhz for at least another quarter while I see how things shake out economically, given that it handles almost everything I need it to do (except some games) just fine. I find it interesting that while INTC got hurt yesterday, AMD acted almost as though it were an insurance (company) stock - and is lying there yelling, "I've fallen and I can't get up!" today - not good - where's the bounce?

Jamok