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To: Chuzzlewit who wrote (19753)	10/29/1997 7:36:00 PM
From: Odeon	Respond to of 176387

Paul, I have truly appreciated your posts recently. Please keep it up! With regard to the "killer application", I think voice recognition software (VRS) may become one. I just bought IBM's Via Voice, which is a VRS that allows continuous speach. It is an amazing piece of work. I have a Pentium 200 at the office and a P200MMX at home, both with 32 MB of RAM. The VRS recommended system is a P166. ViaVoice is noticebly slower and sometimes overwhelmed on the P200. Its slow but adequate on the MMX. I think the PII's are likely required for full speed dictation. I can imagine that this software will become very popular with the carpol tunnel syndrom crowd and slow/bad typists such as my self. It's only one application, but I think there are going to be other similarly intensive apps that are appealing to the masses, driving computing power demand. Just my thoughts. Odeon

To: Chuzzlewit who wrote (19753)	10/29/1997 8:11:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Paul - Absolutely. PentiumII will suffer because it's getting harder for HW/SW to stay in lock-step. There's no guarantee that the gap won't widen at times likely hurting HW the most. The advancements are quasi-cooperative planned and incremental Wintel moves however. The killer apps for engineering (DELL workstations) are already here, moving from Unix to Wintel I might add, and there doesn't appear to be enough MIPS on the planet for those, so there's one HW driver. The financial community(DELL workstations) is another example of a market segment that can benefit from xtra horsepower applied to todays apps. Video-teleconferencing and 3D will move to the mainstream soon. There's literally thousands of examples, differeng user requirements, HW/SW lead/lag in each segment etc. As for consumers, your'e right, the killer apps have not arrived and one of the main drivers behind the 1KPC. One of the real dissapointments in this sector continues to be internet bandwith to the home. If they ever get it figured out and can deliver 10/100baseT performance to the curb, look out! The average corporate citizen, users of email and MSoffice, once again no real compelling apps. There is a strong HW driver with the NetPC initiative (DELL) however. Companies are quickly figuring out the associated productivity/TCO benifits. They will be big replacement vehicles very soon. There is a large installed base of NC's as well, for instance the kind you see checkout clerks using at HEB (a supermarket for you non texans) or Hertz rent a car etc. No upgrades here except for the back room servers (DELL). Notice, Dell is targeting the high margin stuff with the exception of the NetPC (it still has desktop like margins). Contrary to what some would have you believe, there is still tremendous growth going on in these segments. Key takeaways: Lots of MIPS hungry apps at the high end.. Dell is positioned with leading edge Wintel Workstation initiative NetPC will cannabilize mainstream Desktops in a large Corp America replacement wave, yet margins will still be healthy due to managability and serviceability enhancements. Dell has led the charge in defining the NetPC standards. Servers. Lots and lots of upside potential. Notebooks? I obviously don't know much about that... MEATHEAD

To: Chuzzlewit who wrote (19753)	10/29/1997 11:01:00 PM
From: hpeace	Read Replies (1) \| Respond to of 176387

all the killer apps for the business offices run on p166. I can tell you which compnaies to call and you call them..ask what they are running on. then selectively you can buy a p200 or higher and distribute the code to that pc off the server and still have instant response times. Thsi will not happen on Windows NT. win NT is a dog for larger implentations. Order Information Week. it's cheap. I have some 400-800 dollar I/S research you can buy.. information Week would explain all this and what's happening in I/S and it's cheap.