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To: Vanni Resta who wrote (7825)1/7/1998 7:56:00 PM
From: john p. carney  Read Replies (3) | Respond to of 13925
 
<Fewer PCs, less interest in periphial products, no?>

Not exactly. First of all we're not talking fewer PCs, we're talking slightly slower growth but still growth. Secondly some of this shrinkage of growth MAY be coming from people (again like me) who just aren't buying yet but instead are upgrading. Voila! Peripheral growth driven by the retail upgrades not OEM peripheral installs.

Please take all this with a giant grain of salt. I am by no means an expert....just thinking out loud and trying to spark some meaningful discussion.

John