The argument in favor of thin clients gets better all the time, |
The bad news is that it's hard to get to them, ... The good news is that they're not overexploited because they're hard to get to. |
The benefit that the user gets is the lower cost that comes from the volume production that Intel can bring. |
The category has done badly because the products have been too compromised. But now we're seeing technology advances to make them more usable. |
The company needs to get beyond where (Inouye) has taken it. Gateway needs a visionary. He's an operations guy. |
The concept is that they give you (only) what you want. The old days of tinkering with your PC is drawing to a close, and what you get is pretty good. |
The cost doesn't just disappear. It shifts to the supplier. It's somewhat efficient and it certainly makes Dell look efficient. But the supplier could pass along the cost to the OEM, |
The cost doesn't just disappear. It shifts to the supplier. It's somewhat efficient and it certainly makes Dell look efficient. But the supplier could pass along the cost to the OEM. |
The entertainment PC category, which is beginning to take off, is generating products that will capture the consumer's imagination and make their way into mainstream living rooms over the next several years. |
The entire industry is under a lot of pressure. Cost cutting is definitely in the cards for everybody. |
The entire stack gets hurt. |
The faster the obsolescence, the better the deals on existing stuff. |
The greatest effect on IBM during this period is the withdrawal from U.S. retail of the Aptiva desktops, ... Those represent large unit volumes, even if they weren't profitable, and if they cut that back, you will see a lot of unit share loss. |
The greatest effect on IBM during this period is the withdrawal from U.S. retail of the Aptiva desktops. Those represent large unit volumes, even if they weren't profitable, and if they cut that back, you will see a lot of unit share loss. |
The implication is most serious for Apple. |