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Re: [sharechat] Smell of blood


From: Brian Gale <brigale@i4free.co.nz>
Date: Fri, 22 Sep 2000 18:54:36 +1200



Is this the start of a levelling out of the tremendous run computer manufacturers have had ? IMO consumers have been conned by the continuing increase of  processor operating speeds to the extent that almost as soon as a machine leaves the showroom it is obsolete, at least speed-wise. In most instances a lift in processor speed can hardy be noticed in the performance of much of the software available but it is human nature to want the fastest and latest.

The other side of the equation is the software - in particular MS Windows which has continued to be upgraded but the improvement from WIN95 to Win98 mainly involved Internet improvements with no particular general benefits and Internet speeds are governed by the modem not the processor or the software. Unfortunately the software has not become more user friendly as was supposed to be the original concept of Windows.  There are  many features that the average domestic user would never use.

The potential performance of  the Computers now being sold far exceeds the requirements of the domestic user in fact the standard type of  machine would be capable of acting as a file server for a string of  much less sophisticated machines.

It has been a great run for 20 years providing tremendous profits for the leaders and this has set the stage for the great upsurge in Companies getting on to the bandwagon with hopes that they will be able to emulate the performance of the leaders but IMO it just isn't going to happen, apart from tidying up the Internet and improving access speeds I believe we are reaching a plateau.  I wonder if this news from Intel is the start of the writing on the wall ?

BG



        

At 16:09 22-09-00 +1200, you wrote:
Intel warning

SANTA CLARA, Calif. (Reuters) - Citing weak European demand for its microchips, Intel Corp. (INTC.O) on Thursday said it expects third quarter revenues to fall below previous forecasts, and now sees a rise of only about 3 percent to 5 percent from second quarter sales of $8.3 billion.

The late afternoon announcement by the world's largest maker of computer microchips follows recent speculation in the market that global demand for microchips may be slipping.

Earlier this month, U.S. Bancorp Piper Jaffray analyst Ashok Kumar issued a report forecasting a slowdown in chip demand in all markets around the world, except Japan.

David Reid

References

 
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