Zeev's Turnips Patch-No Politics (ZEEV)

[Joe Stocks]

>>> It was some shocking realization that corporate PC buyers may wake up soon and AG rate cut may have kicked it off.<<<

I don't think you will see that cycle that you are talking about. Through the 90's the PC business was driven by new purchases where there were none. Once the pipeline fills then we deal with mostly the replacement market which is a much smaller market. That is what is being sold now. You imply that PC sales are non-existent now. The numbers are still strong. The growth element is the only thing missing and I don't see anything changing that soon. Computers at some point won't have any higher of a growth rate than something like TV's. I can see computers having a much longer life span than 3.5 years. There's nothing Greenspan or low interest rates can do to change that.

Joe