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

To: Stuart T who wrote (9483)	11/30/2001 8:41:38 AM
From: t2	Respond to of 99280

One catalyst for an increase in IT spending will be new office computers and servers. Many companies lease their equipment. My company put in all new computers in 1999 and all of them are on 3 year leases. These leases come to an end in 2002. Our IT guys are already planning the new purchases. The preliminary prices we are getting are less than we were paying before so we will be getting new equipment rather than extending the leases. There are probably many companies in the same boat. Will this be enough to to lift the industry? Don't know, but it will help. My predictions for a strong PC market this quarter has been primararily due to the prospects for stronger than expected consumer demand this quarter. I am trying to figure out how the corporate picture is going to shape up. Dell has been saying spring 2002 would be the start of the next business PC replacement cycle to replace the buys ahead of Y2K. I guess a recovery in the business profits and fewer lay off announcements should help.