Zeev's Turnips Patch-No Politics (ZEEV)

[brainlessone]

in fact my merrill broker complained his computers were slow and they refuse to spend money on them. I also know that
very large real estate firms who mostly do email and .docs
use pentium threes from a few years ago and they work very well with win 2000

on the other hand a new p4 2 gig from dell with a 15 inch lcd screen costs less than a new ibm p3 900 without a monitor i bought 12 months ago.

so the prices will come down until there is some balance between need and power.

the new 1 ghz (yes gig : about 30 times faster than a cable modem) networking standard will require some horsepower, so if you are constatntly sending huge wads of data somewhere the horsepower is needed.

the killer apps will be embedded. there is no reason in the world that the cable companies cannot offer point to point
videoconferencing using your tv and a video cam right now. if they can sell you movies they could sell you this, and the processor that runs it will be somewhere in a black box for 89.95. point to point tv is just a matter of routing and using up all that fiber in the ground. and if you have a cable modem you can do it yourself right now for about 1500 dollars for both ends, but point to point tv is better. and I have seen single chips three years ago including the optics that would produce a monitor like a projection tv. thats why lcd is going down in price: the next generation is lurking

ps everyone i know is buying a p4 for 600 bucks for the kids in school. there just is no difference in price anymore.

so it all goes back to where is the capex? and where is the killer app? I think we are in a lag phase before a growth spurt like a 11 year old kid. but who knows when he will start growing