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To: Road Walker who wrote (45741)1/16/1998 8:52:00 AM
From: dmf  Read Replies (1) | Respond to of 186894
 
John: Re: potential customers for next generation PC's

I may have misunderstood, but I thought Andy Grove's comments were saying that, even though he expected low-end buyers to eventually upgrade (and relatively soon), there would be an immediate impact on ISP's and other Internet businesses, all of which use high-end hardware.

Guess I just like knowing we're enjoying some cake now and more later.

You're right all the low-end boxes are on top of the installed base. Overall profit going up is a good thing. I'll let the analysts cry about the declining margins.

dmf



To: Road Walker who wrote (45741)1/16/1998 11:23:00 AM
From: MythMan  Read Replies (1) | Respond to of 186894
 
John, he's coming after you guys next <g>

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