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To: Mary Cluney who wrote (75549)	3/5/1999 6:18:00 PM
From: Amy J	Respond to of 186894

Mary, Re: "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." - That would be quite bizarre. The appliances I am aware of will help fuel growth in the PC industry and feed the gorilla more chips. Re: "What in hell is this appliance that will replace the PC." - the term is understandably confusing since some publications refer to appliances as hand-held net devices while others refer to it as high-end specialized devices and these are two extremely different product-lines and have significantly different objectives, profit margins, prices, and target markets. Re: "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." - it depends upon how the term is used: hand-helds, specialized high-end devices, or plug-in low-end appliances. The hand-helds are inexpensive and so are the plug-in, low-end appliances, while the high-end appliances (i.e. specialized devices) are not. Re: "and that the PC industry is about to die and all the technology stocks relating to PCs are overvalued and is ready to crash." - understandable from some publications, but not my impression. Re: "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," - hm... strategically specialized apps will have their role to propel PC growth Re: "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." - The term comes about to make several distinctions, but not to intimidate. There's always initial confusion with new terms on new products. Re: "Call it what you want, it is still a PC to me." PC growth will be just fine. I wouldn't worry. Regards, Amy J

To: Mary Cluney who wrote (75549)	3/5/1999 6:35:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Mary, re: "What in hell is this appliance that will replace the PC." Let me put it back in context. What does it take to get 80% of homes connected to the internet in the next five years? That's my question. For that large segment of the population that can't or won't deal with the complexities of today's PC, what changes need to happen to make connecting desirable? The 60-70 million US homes without a connected PC are a nice target segment, but the demographics are pretty tough. Need something cheap, intuitive, easy to use, etc. What's your vision? Gene