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To: stak who wrote (69054)11/24/1998 3:15:00 AM
From: Timothy Liu  Read Replies (1) | Respond to of 186894
 
> PC like devices

You mentioned it several times and I don't agree. What 'PC-like devices' do you wish to have? Is it going to replace your PC, or just in addition? Can it be true people will buy them IN ADDITION TO the PC that they need to have?

Tim
Just my 0.02$



To: stak who wrote (69054)11/24/1998 1:06:00 PM
From: Timothy Liu  Read Replies (1) | Respond to of 186894
 
stak,

This should clear up the pie question.

dailynews.yahoo.com

1990-96: Windows profits doubled
Another recently released internal Microsoft document shows that average revenue Microsoft received from Windows per computer system more than doubled from 1990 to 1996 -- and the OS accounted for an increasingly larger percentage of the machine's cost. Government exhibits show that Microsoft's average revenue per system sold grew to $62.35 in 1996 from $25.39 in 1990. The OS's share of the computer's cost also grew, from .7 percent to 3.1 percent during that time.

Microsoft's partner Intel Corp. (Nasdaq:INTC) experienced a similar growth pattern during that time. The chipmaker's revenue per system sold jumped to $236.37 in 1996 from $108.41 in 1990, according to the same document. Intel's percentage of the computer's cost jumped from 3.1 percent to 11.8 percent during that time.

Tim



To: stak who wrote (69054)11/24/1998 1:20:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
stak - Re: "But the PC pie is most likely to implode over the next 5 years as PC like devices proliferate"

PC like devices will be PCs - much as they are now, only more powerful.

Let me know when you buy your talking toaster. Maybe Sunbeam or Admiral will be making a technology come-back.

Paul