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To: nihil who wrote (67606)	10/30/1998 3:49:00 AM
From: stak	Respond to of 186894

Servers and workstations look pretty good to me too. The traditional PC market will be a complete and utter writeoff tho'. >>Important to factor in the declining ASP of PC's, and the resulting rapid increase in units, the declining cost of components (MSDell says 1% a week). I guess that stable or slightly declining sales, means about 35% increase in units each year<< Good points. I see units(including PC-like appliances) increasing for about 3-5 years. I think the ASP's of silicon chips will remain flat , but the ASP of PC silicon will go down. JMO. >>This is an absurd overestimate for the US<< I'm not prepared to agree with the 35% increase for 1999 but for 2000(maybe 2001), I could see it happening. >>Looks pretty good to me.<< Good luck which ever way it goes