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To: Brian Hutcheson who wrote (4868)	3/10/1998 9:52:00 PM
From: Buckwheat	Read Replies (2) \| Respond to of 6843

Brian,, PMBI but personally I find several bullet holes in the assumptions made in the article that Paul posted. First of all, a quote was made by one of the OEMs to the effect that "something had to be done to adjust the ratio of desktops to laptops sold (brought on by the proliferation of $1000 desktops) My question is "who" has to do something about this ratio and "why". My feeling is the market is going to decide what this ratio is. Secondly, if the price of desktops continues to fall, why should businesses be concerned about powerful notebooks that "bridge the gap" between desktops and notebooks? Why couldn't they have both for what a high cost, Intel "bridge gapper" cost? Thirdly, the Colgate P executive stated that the majority of their mobile users could get by with a good e-mail communicator. Does it take an expensive, high speed, low drag, super sized, "bridge gapper" to accomplish this or will a sub-$2000 notebook work just fine? Lastly, how many people actually need mobile computers? The name would lead one to believe they are designed for frequent travelers. Is this number of users expected to grow significantly? Will future corporate and government video teleconferencing and distant learning centers reduce travel requirements or increase them? I don't think we are going to buy more high end notebook computers just to keep some OEM's or analyst's desktop to notebook sales ratios in sync. We might get to witness a more rare event than the recent comets and weather events. That event is Intel totally missing 2 major market shifts in 12 months. (Sub-$1000 desktops and soon to be Sub-$2000 notebooks) Regards, Buckwheat