Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Earlie who wrote (48820)	2/25/1999 10:31:00 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 132070

Earlie, Tell those big boys to pay you a large sum of money and you will be happy to provide much of the analysis that is true and not full of fluff. If they want some recommendation letters, I'm sure we'd all be happy to sign a Thread Letter. -g- Best. mike

To: Earlie who wrote (48820)	2/25/1999 11:03:00 AM
From: Eggolas Moria	Read Replies (1) \| Respond to of 132070

In particular, Milunovich comments that the PC industry used to be concerned with unit growth because it was important to MSFT growth and for disk drive companies, as well as for INTC growth until ASPs cratered. But PC companies must have dollars drive their business models. Market share from IDC and Dataquest focuses on units, not dollars. "Our concern is that the recovery in ASPs predicted beyond 1999 may not occur." He notes that consumers are demanding low-priced machines, such as the under $500 e-machines. Most interesting point? Appliances will be the hot area five years from now and will make PCs look old fashioned. "Like the mainframe market, the PC industry will mature." This report will take some time to sink in.