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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (36620)	11/15/1998 10:19:00 PM
From: yard_man	Read Replies (1) \| Respond to of 97611

Since you are a consultant to the industry I would be interested in your take on the long term prospects for PCs in general. One of the phenomenal things about the market is the faster and faster upgrade cycles. At some point it stands to reason that there will be a diminishing return to adding PCs on ever faster upgrade cycles -- when do you suppose we will reach that point? How much of sales. in general, is new business and how much upgrade -- say for last quarter's or this quarter's sales?