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To: stak who wrote (67470)	10/28/1998 8:39:00 AM
From: Bob Davis	Respond to of 186894

Sorry - not trying to start a fight with you or anyone else. I sensed that there might be some interest in this article over here, since this is the INTC forum.... Bob Davis The Napeague Letter napeague.com

To: stak who wrote (67470)	10/28/1998 12:43:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Stak - Re: " Bob Davis - Your posts are looking a bit like spam." That still makes them better than yours. Paul

To: stak who wrote (67470)	10/30/1998 3:30:00 AM
From: stak	Read Replies (1) \| Respond to of 186894

This can't be good for Intel: ================================= Glory Days For PC Vendors Will End In 2000 (10/29/98 7:29 a.m. ET) By Eileen Colkin, InformationWeek Corporate PC-spending will peak in 1999, then sharply decline after 2000, according to a report released Wednesday by Cambridge, Mass.-based Forrester Research. According to the report, which is based on spending plans collected from 50 Fortune 1000 companies, corporate spending on PCs is expected to hit a high of $55.4 billion in 1999, up from 1998's $53.5 billion. The increases come as companies look to replace outdated desktop hardware that may not be year 2000-compliant. Spending is expected to plateau late in 1999, then drop to $47 billion in 2000, once companies have completed the upgrades. Two-thirds of the companies surveyed indicated they'll spend money developing applications that support PCs with browsers, rather than upgrading PCs. Businesses will increasingly focus on less expensive Internet-based equipment, such as PalmPilots and "simple screen" machines that don't have full-fledged functionality, but are tailored to perform specific tasks. Carl Howe, Forrester's director of computing strategies services, said he believes the changes in the PC market will result in increased competition, price slashing, and consolidation. "Our view is the top five [vendors] will get more share by taking it away from second- and third-tier vendors," Howe said. "But when you're trying to steal market share, the weapon is price, so even if you're winning, you're shipping more units, but not gaining revenue." Howe said he predicts in such a market, services will be a much stronger selling tool. "That's good news for folks like Compaq: Their acquisition of Digital will pay back in spades. But folks like Dell who look outside for services won't fare so well," he said.