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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (4381)	11/8/2001 11:52:31 PM
From: Paul A	Read Replies (2) \| Respond to of 99280

NVDA isnt really a good place for analysts to measure pc sales simply because most of their cards are sold to folks who already have systems.. Some of their cards costs more then new computers.. : ) ATYT would be a better place to look since they deal more OEM/system builders Not to be an a** but I also disagree 100% with all the 'rah rah' around XP and PC Sales.. Its still going to take a few more quarters before people realize PCs are so ridiculously cheap now and demand starts picking up.. I doubt the average person has 1gig, and for $500 you can get a fully loaded 1gig machine. Eventually people will jump.. Considering too that they probably paid $2500 for a machine thats 1/4 the speed : ) A few months ago, we had a huge meeting all happy go-lucky because our company felt that the XP would boost memory prices.. Prices are at an all time low this week, and I dont see that changing for a few months.. still tons and tons of supply NVDA is a great company by the way.. I also think AMD will benefit huge when the market turns around.. They have a better product for much much cheaper.. at least thats how I feel : )

To: t2 who wrote (4381)	11/9/2001 7:34:51 AM
From: orkrious	Respond to of 99280

It is just some evidence of how strong the PC market is getting due to the launch of Windows XP along with the simulataneous ramp up of Pentium 4. NV, what are you smoking? XP is a total dud. Certainly, upgrading existing computers to it is a disaster. There are all kinds of problems with doing it. P4? Why does anyone need it. The PC market is now a replacement market, just a little better than TV's. [edit] I read Paul's comments to you. he's right. Jay

To: t2 who wrote (4381)	11/9/2001 8:48:19 AM
From: sylvester80	Read Replies (2) \| Respond to of 99280

Better start talking to corporations dude. Cause none of them are deploying XP. There is no reason for them to do so. In fact there is a reason not to deploy. That's called training dollars. There are none. XP requires major training dollars and offers nothing new for corporations that are already on NT and 2000 which XP is based off. There is absolutely no business justification to move to XP. In fact there is a business justification to NOT move to XP. In addition Infoworld and eWeek have trashed XP as being 20-30% slower than 2000. Their conclusion to companies was to not deploy. I suggest you go to infoworld.com and read their review. Not very good at all for XP.