Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (26951)	12/19/1997 1:50:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1574029

Petz LET me streniously disagree with you.... Here why.. The typical American computer illiterate consumers is the statistical Parent of 2.5 kids. Students at schools connected to the net. These kids get more time on line then in the library. If the parents don't buy the $500.00 box for the kid and what parent won't? The Kid's will cut grass or bug the .... out of the grandparents to get one. School budget's are strained and the on line time is in much higher demand than ever this has to spill over to the HOME market. I like AMD's idea of it's recent price cuts cause the last guy to the $75.00 CPU is the looser. Asia slow down blocks growth for 98. Ditto for Japan. With American corporate profits in jeperdy capital expendutures for highend equipment are likly to get curtailed. Also ther is a shortage of qualified Technocrats to implement, Yr 2000 is still tying up mission critical personell. That leaves the only sustainable growth market the American consumer. Take something basic like the sub $1,000.00 market segment and extend it out to a new catagory and get the "$500.00 fully functional" and conseivabley you could get consumer makret segment growth to a point where one out of two boxes sold are sold to households. pushing beyond that point the Next Step wold be the personal hand lead set as the modern day replacement for the class room calculator. The Brother GEO product using AMD flash and embedded processor and ethernet connector chips is already at that pricepoint get there. 1998 will be the year for "The Cheap Chips" period. Stock up now on now on the boxmaker/retailer with the highest capacity for delivering these puppys for 98. Maybee that why Gateway is up $2.00 today in a 200 point down dow dogday. food for thought.