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

To: sylvester80 who wrote (17545)	1/2/2002 10:16:02 AM
From: Jdaasoc	Respond to of 99280

Would we get electronics and PC prices up 5%? They would be inconsequential relative to the double digit Y/Y declines in the cost of technology. Do you think that DVD players will rise from about $149 to $160 or drop to $99 in two years time. The only question to be answered is when technology spending reappears in pre Y2K volumes. As far as I can see, tech spending is in wait and see mode. Most companies have no real reason to buy major system upgrades at this time. Windows XP Pro O/S features, computers DRAM prices adding 5% to the cost of a computer or just age of existing computers will not dictate that computers in large numbers will be replaced in 2002. I would have to believe that a lot of replacement hard drives and power supplies could tide business over until better times in economy. This sort of ties in with IBM's announcement on Friday that they will cannibalize end of lease PC's for parts value. This news looks ST positive but very mid term negative since they almost admit that no one is looking to buy PC's in next few months.