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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (15)	3/18/1998 8:00:00 AM
From: Pierre-X	Read Replies (2) \| Respond to of 2025

Re: Software R&D -- we need more of it! My feeling today is that software dev't has fallen behind, creating our current PC environment of soft demand for high end desktops. Or perhaps this is a temporary lull in the industry -- all industries go through growth spurts and quiet periods. This may in fact be the "chasm" between early majority and late majority as defined by Geoffrey Moore in his technology marketing book "Crossing the Chasm." Let me throw out this idea and see what you think: The PC of today is too homogeneous--and it's FAR too difficult to use or upgrade, as we agreed before on the DD thread. We won't sell many PC's to the other 60% until PCs segregate into several tiers on the basis of ease of use. WebTV is a shot at the VERY bottom tier and may succeed because the device is specialized to meet a specific demand--the demand for Internet access. Right now the problem is that there's nothing between the PC and the WebTV; the other 60% may be waiting for an offering there. I suspect some kind of revisitation of Microsoft BOB <g> in conjunction with hardware simplification initiatives like Device Bay and Microsoft's PC98 may hit this sweet spot and drive PC penetration to VCR-like levels. Whaddyathink? God bless, PX