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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (1683)	7/16/2014 9:57:59 AM
From: Kirk ©	Respond to of 26823

Remember too that in 1999 PCs had several years of orders moved forward to replace older OSs with ones that would not crash due to the Y2K bug. We may have something in reverse where companies will replace working PCs to get a new OS to replace MSFT XP. There probably won't be the same surge in earnings as companies may replace PCs over a wider window. My PCs are plenty fast for the heavy data crunching I do and I'd do better to spend the money to get comcast cable internet. Trouble is with that, I spend $1,000 once for a fast PC rather than nearly that much to get high bandwidth. It makes me wonder why only the "rich" can afford 25MB internet connections in the US and those who watch their pennies get DSL while the poor use Starbucks and libraries for laptop homework and rely on smart phones to access the internet at home. BTW, the reason I don't pay for it is I had terrible experience with the cable company customer nonservice and won't go back. I tried DirecTV and now have DISH. I REALLY like Dish and will pay them nearly $140/month when my $20/mo savings to not switch back to DirecTV expires. I can watch my DVR on any device anywhere in my house using my home WiFi so I don't need cable speed but for uploading and downloading. Kirk out

To: robert b furman who wrote (1683)	7/16/2014 10:08:16 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26823

Hmmm.... some of the PC strength could come at expense of tablets. Research firms lower 2014 global tablet shipment forecasts Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Wednesday 16 July 2014] digitimes.com . DisplaySearch has lowered its 2014 global tablet shipment forecast to 285 million units, representing an 14% on-year increase, while WitsView has also lowered its forecast to 205.5 million units, growing less than 5%. Market observers said market intelligence firms are dropping their forecasts as tablet technology is maturing in mature economies and as white-box units are facing less-than-expected sales in emerging economies. Tablets in the 7-inch segment in particular are taking hits due to increased popularity for smartphones in the 5- and even 6-inch segments, the observers added. Vendors are likely to bump up their proportion of 8- to 10.9-inch units throughout 2018 in addition to releasing various 11- and 12-inch units, the observers added.