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To: David S. who wrote (43098)	12/22/1997 5:31:00 PM
From: gnuman	Respond to of 186894

David, Excellent points! I'm trying to keep the faith. That helps Gene

To: David S. who wrote (43098)	12/22/1997 5:57:00 PM
From: henry tan	Respond to of 186894

Good news for AMD/CYRIX investors ! AMD will be major player in 98. Article "PC Industry Preps For Big Changes In '98" from techweb.com "Throughout 1998, desktops will gain speed as Intel rolls out Pentium II processors that run up to 450 MHz. "It will be the year of the Pentium II," said Emilio Ghilardi, worldwide marketing manager for Hewlett-Packard's Vectra desktops. The same goes for Win NT. And while processor makers look for ways to improve the platform rather than simply increase chip speed, VARs will continue to see slower-speed processors drop off the map. By midyear, Intel said it expects to offer VARs a Pentium II solution from top to bottom. As a result, the Santa Clara, Calif., chip maker continues to ramp Pentium II volumes." -Happy New Years

To: David S. who wrote (43098)	12/22/1997 6:05:00 PM
From: Road Walker	Respond to of 186894

David, Good post. It was inevitable that the PC, as a consumer product, would come down in price and it is ineviatble that it will continue to go down in price. This is part of the natural evolution of any consumer product, from microwaves, to VCR's to whatever. All started at high prices and slowly but steadily came down in cost while increasing features and benefits 'till they finally reach a "natural price", where costs and consumer value are both satisfied. The home PC is still a very immature industry/marketplace, with many changes ahead. Consolidation of box makers is just starting, and there is no telling who will be the market share winner, or even if they are in the business right now. The technology is still evolving, the key functions of computers 10 year from now may be competely different than they are today. I guess my point is that the sub 1K PC is a non-event, a slight bump in the roadmap toward what this product will become. With all the changes, Intel may or may not maintain and increase their importance to the industry. No way to tell for sure, I usually like to bet on management, and the man of the year and the other folks at Intel are probably a good bet. Those that panic over sub 1K PC's should invest in mature industries. John