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

To: Timothy Liu who wrote (55459)	4/10/1999 8:16:00 AM
From: gnuman	Respond to of 132070

Timothy Liu, re: More comments. On the first point. You forget to mention Xeon, which is priced way higher. I think it use to be the case Intel top of the line CPU are priced around 700$ when they first come out. Now it is maybe 500-600. But Xeon will help the ASP. As for Xeon, I view this as a server part. And you're right, Xeon will help substantially with margins. And there's a push by everyone to accelerate the e-commerce business. But you also remember that PPRO was once priced up to $2000, (PPRO-200/512K). Also, according to 1,000 pc price info from Lehman, PII-300 was introduced well above $1000 in Q2'97. On the second point. Because corporate market is dominant, an 'average user' is a corporate user. And the de facto OS is NT. When next NT comes out and IF it cause corporate America to upgrade, it will drive another round of system upgrade. I wonder if the de facto OS is NT. A major percentage of desk workers still run with Win95/98. Also, according to recently published figures from PC Data, (excerpted from todays Washington Post), "Forty-two percent of all PCs now sell for $1,000, according to market-research firm PC Data. Almost 20 percent of PCs cost less than $600." A lot of these go into businesses. I agree with you on the lack of killer-apps but voice recognition can not be trivialized. There is no doubt that once realized it will drive the next tech revolution. About a year ago there was a fervent exchange on the Intel thread about VR. My position then and now is that "once realized", it will run quite adequately on low end machines. That's one of the effects of processor speed outrunning applications. And like yourself, these are JMO's. Gene