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To: Fred Fahmy who wrote (62348)	8/12/1998 9:50:00 AM
From: gnuman	Respond to of 186894

Fred, re:<As the number of worldwide users joining the technology revolution accelerates (be that they are using low, mid, or high end machines), the need for infrastructure (comprised of almost entirely high to very high end machines) expansion will also accelerate. Perhaps "ridiculous" is a little harsh. "Wild-ass guess" might be more appropriate. We all have opinions or guesses. My SWAG is that 10% growth across the high end will not be able to support the type of world I envision over the next decade.> Here's where I'm not very clear on your vision. If you're talking about high end growth mainly to support the infrastructure, do you mean servers, etc.? If so, 10% will support a lot of PC growth. Compaq said today, (paraphrasing), " the number one reason given for purchase of a new PC was to take advantage of the services provided by the Internet". This supports the theory of infrastructure growth, but it also supports the theory of segment zero growth. Maybe we're saying much the same thing, in different ways.