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

To: Pierre-X who wrote (102)	3/20/1998 4:22:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 2025

PX, Intel says 1 billion PCs in five years--http://biz.yahoo.com/finance/980319/computers__9.html Excerpt-- "The company said such leaps in processing power would help spark a boom in the Internet and increase the global PC population to more than one billion in the next few years from 200 million today. ''I can easily see it hitting one billion in five years,'' Intel senior vice president Albert Yu told Reuters. ''It is going to be a very different world.''" irthrifty

To: Pierre-X who wrote (102)	3/21/1998 6:35:00 AM
From: dumbmoney	Read Replies (1) \| Respond to of 2025

<< Why is the demand slack? Why is the appetite not as it was? >> Business customers are pleased with the present level of performance, and hence unwilling to pay the customary premium for the last 10%. To an extent this is also true of home customers, although there are exceptions (3-D game fanatics for one). What will drive demand in the future? Hmm....NT will increase the minimum acceptable memory size, but has no effect on CPU demand. So I guess I don't really know what will drive the business guys to upgrade. Of course, the DRAM glut is mostly the result of overbuilding during the last shortage. The fact that PC DRAM demand is not growing as fast just adds insult to injury. BTW, I noticed you made a comment about Device Bay in your article. How do you think this will affect Adaptec?