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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (48588)	2/24/1999 11:16:00 AM
From: Eggolas Moria	Respond to of 132070

Generally speaking, I would tend to agree with you that one wild card would be a new application that demanded greater processor power. Certainly, software has driven hardware many times in the past. I don't know the power requirements for Office 2000, but I would suspect that it won't be any less bloated than previous incarnations. Other possibilities? I don't know either. Many smaller businesses will be upgrading computers sometime this year, but the chances are good that lower priced units may see a greater amount of the dollar flow than in the past. It's just easier to buy a new machine two or three years later with a new warranty. If you think of anything else that might affect your scenario, let me know.

To: Earlie who wrote (48588)	2/24/1999 11:42:00 AM
From: BGR	Read Replies (3) \| Respond to of 132070

Earlie, Could that be a combination of 1) Broadband 2) RDRAM 3) r/t multimedia including video telephony over the net 4) ineractive advertisements 5) PDAs with fast internet access 6) a major boom in computing use in the 2 most populous countries in the world (China and India) with a combined 500 MM middle class folks with buying power about the same as that of the US middle class adjusted for PPP. Just a thought. -BGR.

To: Earlie who wrote (48588)	2/24/1999 11:55:00 AM
From: Eggolas Moria	Read Replies (1) \| Respond to of 132070

Earlie, A recent (2/22) Merrill Lynch survey of 50 CIOs had some interesting information in it. According to the survey, 90% of the CIOs said that Y2K issues would not result in a slowing of spending in the second half of 1999 and 76% said that Y2K would not crowd out normal outlays. They were expecting an increase of 7% in their budgets. However, PCs and Servers were not at the top of the list for spending allocations. People and networking were along with software. Interesting news on Palm Pilots. 66% were either supporting or considering support for hand held devices and 70% were Palm Pilots.

To: Earlie who wrote (48588)	2/24/1999 12:17:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

If Quake became the next Hula Hoop, you'd have your application. A more likely app is voice recognition. Given friends' problems with RSI, I expect it progressively to become widespread. However, while P3's SIMD extensions appear to have helped Dragon's initial work with a new operator, it doesn't sound like it improves thereafter. I expect SIMD will be shoved down the throats of ISV's (with monetary inducements) where applicable. It will help sell P3 to the audiences who were buying Intel anyway for its superior floating point. The corporate world will look at the benchmarks and buy K6 or Celeron. mb