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To: Ken who wrote (44668)1/9/1998 4:37:00 PM
From: Jules V  Read Replies (1) | Respond to of 186894
 
Adaptec blames, in part, the sub-$1,000 for its
disappointing quarter. "We do believe it's due to a
temporary weakness in the high end of the desk-top
business," Frymire said. "There's a flatness of demand on the high end, and some of that demand has been taken by the sub-$1,000 PC."
Adaptec is also blaming low sales for the quarter on a
"temporary flatness" in demand for servers and
workstations, according to Frymire.
techweb.com

Falling prices for consumer PCs are likely to also drive
down prices for corporate systems, while
simultaneously making it difficult for specialized
thin-client hardware to make inroads on business
desktops.

Earlier this week, Hewlett-Packard and Compaq both
announced consumer PCs with prices starting at about
$800. That comes just a few months after the first
$1,000 PCs made big news.

Users and analysts said they expect these plummeting
prices for home systems will cause corporate desktop
prices to drop from the typical $2,000 per PC to
about $1,200 within a few months.

"The vendors think we're going to keep paying $2,000
for a PC? Ha!" said Tom Loane vice president and
chief investment officer at GE Capital Transport
International Pool (TIP), in Devon, Pa.
techweb.com

Lorin Olsen, a senior manager for Sprint, in Kansas
City, Mo., said the company will buy consumer PCs
when any corporate PCs need replacement midway
through their normal lifecycle. If a PC is very old,
however, Sprint prefers to replace it with a
top-of-the-line model to get the maximum lifespan
from the investment.



To: Ken who wrote (44668)1/9/1998 5:32:00 PM
From: Tunica Albuginea  Read Replies (1) | Respond to of 186894
 
Ken,"Before the Asian flu, Korea was the 13th largest economy in the world. Taiwan was the 14th. Tru, except that runners #13 and 314 in this Marathon race are several miles behind 1st(US) and 2nd(Japan);so in absolute numbers THEY DON'T MATTER. If you own $1 and gain another $1 you are 100% richer but you are still poor,gg, right? So it is the ABSOLUTE numbers you have to look. Asia's economy is mostly Japan and they haven't contributed diddly to ours so so we are loosing nothing.We may actually gain because talk now is about opening their markets to us, giving them a permanent tax cut ( WSJ Newswire today)
so they'll buy more from us plus their needed competition which will make them bete long term.
In regards to the size of those economies somebody get the recent article from WSJ stating how MSFT I believe was bigger than all of them!! ( BTW my neighbour, from MSFT, is building very large home,gg; must be all those MSFT options he cashed recently !!).

TA