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To: Jim McMannis who wrote (41630)	12/6/1997 7:50:00 PM
From: Fred Fahmy	Respond to of 186894

Jim, <As far as high end mobile computing is concerned I'm very skeptical.> I never meant to specifically imply "high end" mobile computing. My comments on high end refer to Intel's continued advance into the server, mini, and mainframe computer arenas. To me all notebooks (although some more than others) are at the high end of the profitability spectrum. The sales of these high margin devices as well as continued penetration into the high end non-mobile computing segments will help (along with continued process improvements) mitigate margin errosion from competition at the low end. Re: Notebooks In our company ($2.4B revenue with 6K employees) every one of our sales people has a notebook and many have upgraded during this past year. We now lease all of our desktops and notebooks (from DELL) because of the obsolete factor you mentioned. I guess those responsible for these decisions decided it was a more economical long term solution balancing staying current with cost. In addition to sales people many of the regular employees are choosing to get notebooks and docking stations so that they can take work home more easily and can stay connected when they travel. The percentage of people getting notebooks is increasing significantly were I work. Finally, managers love to have notebooks. Almost all of our managers who do any traveling at all, are choosing the notebook/docking station setup. As for losing computers, I'm not going to say that it has never happened at our company but it is very very rare. This is simply a matter of control and tracking. Although my personal perspective comes from where I work, I have many associates and colleagues that work for Fortune 500 companies that also see the same trend in the corporate use of notebooks. I'm not arguing that this trend is rational in all cases but I do think that it is real and significant. BTW, all 2800+ posts I have made on SI come from a notebook I use while laying in bed watching TV (mostly in the evenings) <ggg>. I use my notebook 90% of the time even though I have a very nice desktop. Couldn't live without it. Just got an internal ZIP drive for it which makes transfering files to my desktop completely painless. Good luck, FF

To: Jim McMannis who wrote (41630)	12/7/1997 2:28:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 186894

>All you really need is [notebook with} a modem and the ability to run a spreadsheet. At the most you need sound and the ability to run a slideshow presentation Problem is, for most sales guys/gals, the notebook does not augment a desktop machine--it is the only machine they get. So your assumption is not correct (IMHO). Sales must get a powerful, full-function notebook capable of all the things that a desktop does, but weigh under 6 pounds. (I speak from years of experience.)