Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Sampat Saraf who wrote (10176)	2/7/2002 10:48:11 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 10921

Of course when you put in global demand and market penetration the need will be even higher! One cannot ignore world demographics however when estimating saturation of computers. Fully one-half of the world's population lives on less the equivalent of $2 a day. Keeping up with the latest and greatest computer is not a priority for the majority of the world's people, nor will it be anytime soon; their priority is simply making it from one day to the next alive. Until Globalization allows for reciprocity with the poorest of the poor, look for a ceiling on PC saturation. Right now Globalization is a One Way street, giving the absolute minimum while expecting enormous output. Brian

To: Sampat Saraf who wrote (10176)	2/7/2002 4:41:13 PM
From: TimF	Respond to of 10921

Assuming a car does not last much more than 8 years, I do not see how PC's would not be replaced at least every 3-4 years But if the upgrade cycle goes from 2 1/2 or 3 years, to 4 years and the price per PC goes from $3k (what I paid for the machine I had before my current one) to $1k or less, it might be hard to see rapid revenue growth even if the number of computer users goes up a lot in some countries (the richest already have a lot of computers and the poorest wont be able to afford many for awhile but the countries in the middle might start buying a lot more). Tim