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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?


To: Sully- who wrote (13410)2/24/2003 1:38:50 PM
From: lurqer  Read Replies (2) | Respond to of 89467
 
Thanks for the article. I differ with his analysis. Consider

If you assume the PC has an average life of 4 years, that mean every year roughly 25% of the installed base gets replaced.

would be fine except for Y2K. Since almost every corporation wanted to be Y2K compliant, they synchronized their buying cycles. If this analysis is correct, we may soon see a brief upsurge in demand. This upsurge is likely to be muted, because of reduced CapEx budgets, and lack of new software requiring more powerful machines.

JMO

lurqer