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

To: pompsander who wrote (39530)3/10/2002 3:44:24 PM
From: Steve Lee  Respond to of 99280
 
Yes, companies and individuals are buying IT equipment. They have been for the past two years and will continue to do so over the next two years and beyond. Unit shipments of servers and desktops are not in recession, but prices are lower so revenues for suppliers are down.

There is no pent up demand apart from individual cases where the customer is at the end of their normal replacement cycle. If you look at actual bit sales of DRAM and compare with DRAM revs you will see what I mean. It has been flying out of the door for all of 2001, but at low prices. But the DRAM companies in general made heavy losses during 2001.

That is the nature of a capacity excess led business recession.



To: pompsander who wrote (39530)3/10/2002 3:51:32 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
pomp, all in all, is your outfit planning to spend more this year than last year? To me it looks as if your new planned expenditure is in the range of maybe $50.000 to $100,000, you must have spent that much last year as well. For a 500 people organization, that comes $1000 to $2000 per employee. Assuming every one does the same, we get barely to $300 B in IS expenditure this year, nothing to "write home" about.

Zeev


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