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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (24638)9/26/1998 1:50:00 AM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
re: 1,400,000,000 PCs/year sold in 2008:

But who will have good margins if they sell for $149.99 apiece?

Not Dell.

Not any commodity component maker.

Maybe Intel, but only because all the PCs will be connected to mainframes (excuse me, I meant servers) stuffed with 4th generation Merceds.

Probably AMAT. They'll still have a franchise.

Whoever wins the winner-take-all software wars. I wouldn't bet against Microsoft.

Who else?