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To: Road Walker who wrote (43512)12/31/1997 7:43:00 PM
From: Meathead  Respond to of 186894
 
John - your numbers look good. IMO, we buy the best
value on the price/performance curve... wherever it may
wind up.

Happy New Year

MEATHEAD



To: Road Walker who wrote (43512)1/2/1998 1:04:00 AM
From: Joe NYC  Read Replies (2) | Respond to of 186894
 
John,

I am saying that when PC's matures as a consumer product (5-10 years?), these numbers are about what we should see.

5-10 years? How about 3 - 18 months. Excluding notebooks.

Joe



To: Road Walker who wrote (43512)1/2/1998 7:08:00 PM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
John, >>>The one thing that is a big ? to me is that PC's will remain a home AND business product, which screws up any speculaltion on it's future based on how other consumer products evolved.<<<

How about comparing it to the telephone or the fax machine?

What is the current penetration rate (for PC's) and what are its prospects in business and in homes?

Mary


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