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To: gnuman who wrote (75527)	3/5/1999 3:33:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

If we achieve 88 million connected homes in the US in 2005, where do the other 912 million connected PCs come from? Are business and ROW connections going to be that large? I have four PC's at home (1 Linux and 3 Win98) and one at work (WinNT) connected to the Internet. And don't forget the Real Soon Now plans of the Connected Car.

To: gnuman who wrote (75527)	3/5/1999 4:10:00 PM
From: Amy J	Respond to of 186894

Gene, Re: "1B connected PCs" "What will drive growth? If we achieve 88 million connected homes in the US in 2005, where do the other 912 million connected PCs come from?" Not in any particular prioritized order: - entry of low-end PCs will help reach many of the remaining USA households - the penetration rate in USA households for 2nd PCs/Apps is still quite low - international penetration rate is still quite low - growth in e-commerce translates into growth for high-end processing servers - website server growth - Internet (fuels PC growth - both on recipient end, as well as transmit end) - new applications - convergence of PC/TV - growth of IP telephony Amy J

To: gnuman who wrote (75527)	3/5/1999 5:09:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Gene, >>>At that point in time, what will a "connected PC" look like? Will many of these be "appliances" of some type?<<< Whenever I see or hear an investor mention "appliances" in connection with PCs going forward, I see an investor for some bizarre reason shorting technology during the greatest technology boom in the history of mankind. What in hell is this appliance that will replace the PC. Will it have some input device, like a keyboard, microphone, or pointing device, so that you can interact with this "appliance". Will this "appliance" have some means to output either a visual or audio response? Will it have some form of storage device to hold private information? Will it be connected to some other device to enable communications? No doubt there will be people who will market separate devices to open car doors, turn out lights in the home, or call some security guard to come and help them get up when they fall and can't get up by themselves - but what does that have to do with a PC? And, maybe the technology in the separately sold devices will be basically the same as that found in the PC. So What? Whenever I hear an investor talk about an appliance, I automatically think that that someone is really saying - the PC will be replaced by these $20 "appliances" and that the PC industry is about to die and all the technology stocks relating to PCs are overvalued and is ready to crash. Whenever I hear an investor talk about an information "appliance", I hear someone really saying the competition to sell PC's will be so fierce, they will be selling them on street corners like those vendors selling fake rolex watches. The only way I can see where they might be right is when they call a "PC" by another name (i.e., appliance) so that those who are intimdidated by the letters "PC" are fooled into thinking it is something else. In any case, this device("appliance") will have have some means to store digital files, have some input device, provide some means to output whatever, allow for communications, and perform various tasks. Call it what you want, it is still a PC to me. Regards, Mary BTW: Welcome back Gene. Missed all your mixed messages <ggggg>.

To: gnuman who wrote (75527)	3/5/1999 7:05:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Gene, re: billion connected PCs Thanks for the numbers. You have counted homes. I think the majority of connected PCs will be found in business here and in Europe. I would like to add Japan and China here, but I don't see it anytime soon. There are still lots of cultural resistance to overcome before the PC become the norm in the orient. Anyway, Gene, perhaps you could add some some numbers for business installations? Jeff