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

To: CPAMarty who wrote (996)	10/10/1998 8:58:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Marty, The Barron's article makes interesting reading but I wonder if Forrester is overthinking its forecast. I believe the business pc market is driven more by employment levels than anything else. If we start to see fewer and fewer jobs created, we will see a corresponding decrease in pc unit sales. I may be all wet but I like simple theories <g>. A quick and dirty comparison (very debatable) bls.gov quote.yahoo.com^PSE&d=my Yogi

To: CPAMarty who wrote (996)	10/12/1998 12:05:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

I've broached this concern about y2k buying blips shaking up demand before, but there haven't been too many takers. I asked Michael Brown Quantum's CEO at their annual meeting what they have planned for this scenario. The I dunno, never really thought about it answer was the scary part. It has been pretty consistent that people don't believe the buying will go through much change. Some will buy more going into the problem and others will buy their way out of a problem when it happens. Is it a balance? I think fortune 500 companies will be prepared and most others will not. I should think there would be some pretty good reports coming out now on IT purchasing forcasts. We should be hearing more debat. I remember reading once that IBM suggested 30% additional storage purchases to do mirroring. Yes, very self serving for them, but if true what happens to the excess capacity? Regards, Mark