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Re: OT: Climbing System Requirements and Specs
Right now there are basically 8 markets,
1) Home user looking for a deal This is the sub $1000 market, everyone has a piece, but profits are slim It is a high volume area, but price driven. When Vista ships, profits should improve. 2) Home user looking for a high end system High end trophy system (hangs head in shame). Gaming systems. Of note here would be that Dell introduced a $10,000 over-clocked dual SLI system and sold them out in a week. They also bought out Alienware, probably so as to enter the AMD high end market. Alienware has allocations from AMD, and Dell does not. AMD is sold out of many high end chips and probably could not supply Dell until a new fab comes on line. This area is a money maker so long as the economy stays good. As said above, there is a lot of disposable income out there at the moment. 3) Media PC’s This area is a good profit center, but it just never took off the way it was expected to. If sales don’t pick up, it will become a nich market. 4) Personal use Laptop Big market with all sectors doing well. But rapidly shifting to a price driven model which hurts bottom lines. 4) Cooperate word processor Has been very good for the last few of years, but starting to fade. The systems purchased during the 2000 build out are being replaced, which has driven this area, but most of that has been completed. The industry does not see this as a good market for the next several years. Vista could help sales in this market. 5) Cooperate servers Lots of movement here. Server count has exploded in the last few years, and while these are still good systems, they have created a lot of unforeseen problems. Basically, they are using to much energy. They require a lot of power and create a lot of heat. And because of the smaller sizes, rack density has become a real issue. Look for rack mounted 3 phase to DC power conversion, with the servers running on pre converted DC power. This alone gives almost a 30% power savings. Also look for the next generation of chips to run much cooler at a lower wattage. These will start shipping before the end of the year, Intel has samples now. And as always, there is already some movement on the Hill to create a tax credit for IT energy saying purchases. This should be a big market for the next few years. With electricity costs set to explode this summer, IT managers will be able to justify a lot of new hardware. 6) Cooperate Laptops/Tablets Hot market, and should remain hot as long as the economy stays good. 7) Developed third world This is seen a growth market, but everyone is still trying to figure out how to make a profit. 8) Undeveloped third world Last untapped market. Of late there has been a lot of talk about $100 laptops to “give” away to these people. Until someone figures out how to make money from it, this will remain an area for future growth. Now for the spoiler. ATT having again become a giant in the industry is looking to change the rules. The huge internet pipe network that they run is basically free for us to use. And it should be. Most of it was built with grants and tax credits, some was even paid for by the tax payers. Now they want to charge a toll for the use of their pipes, just as they do with their trunk POTs lines. They claim that they only want big users like Google to pay, but the legislation they are pushing would allow them to surcharge every user and charge premiums for certain protocols such as VPN. If they get their way, the cost of going online could double. This will have a noticeable impact on the PC industry. Some studies suggest that new sales will fall off 20% and that online gaming would be adversely impacted to the tune of an 80% decline. Just imagine if Geo got a bill for $100 plus every month from ATT on top of what he already pays. And for no additional service provided. Most of us would be looking at $10 to $20 a month. And if every pipe manager came on board, only god knows who you might owe at the end of the month. And you might even see a decline in service as internet routers were programmed to use the most profitable pipes. I wouldn’t trust ATT to route me over to the shortest-quickest route. They will choke their own pipes before giving toll income to another carrier. Just think about it, you pay $29 a month for your service, and ever time you go on line the meter starts running. Google search, 10 cents. Send a turn to PBW, 20 cents. Down load patches, 25 cents. Sure, they claim it they wont charge users, but if the law allows them to charge, how long will it be before the bills show up in the mail? |
Re: OT: Climbing System Requirements and Specs
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Re: OT: Climbing System Requirements and Specs
On gas requirements: I did the math and my current car costs $.15 a mile in gas if gas hits $3.00 a gallon. If I went up to a 40 MPG car, that'd be cut in half.
Saving $.075 a mile means I'd have to drive that new car something like 20,000 miles before I'd even *break even* on gas costs.. |
Re: OT: Climbing System Requirements and Specs
Thermo, why do you think Vista will help improve sales of hardware? Is it simply a case of the new OS requiring better hardware than the previous incarnations?
Also, with reference to ATT trying to charge users...I assume that they are American, and would not effect those of us up to the North? As far as I know, they're an American only company, so...I hope! |
Re: OT: Climbing System Requirements and Specs
You will still get the shaft, however. Since you don't pay AT&T for the premium service, your connections will be routed poorly. Certainly, servers for which you can get a path that does not go through anywhere is the US will not be affected. However, it will definitely affect every bit of traffic coming from web servers that is hosted or possibly even just passes through the US (on their lines, of course). If Google, Yahoo, MS, Ebay, etc., and all the little guys, have to start paying bucket loads of cash on top of what they and their users already pay for IP services from the likes of AT&T, they will be much less inclined to offer anything freely to anyone, in the US or no. Or if they still manage to make ends meet with free services, they will be even more heavily ad-based than they are now. Tiered Internet is good for noone.
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Re: OT: Climbing System Requirements and Specs
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In the business world, there will be a lot of demand for the new security features and the cooperate world is not big on upgrading existing hardware. At my job we get free upgrades, but almost never actually do any. Higher management prefers to use a new OS’s as a reason to justify new hardware. In the cooperate world, the IT equipment budget is almost always the target of the first axe swing, so the managers have learned to be creative when seeking funds. Security being an issue, it is also become a way to deflect the axe. ATT owns Backbone Fiber all over the world. If they are allowed to bill for usage, they will pass it on. Even if you don’t pay them directly, you will pay some way. It might mean a higher ISP fee, or where you live, probably some type of user fee added to your ISP bill. And if they get this influx of cash, it will be feeding time for the sharks. The big fish will gobble up the little fish. It’s already started in the US and EU. This is a really bad thing, so if you live in the States, you need to start shooting off email to your Senators and MC’s. Hopefully, this will take an act of congress and require a bill before both houses. That will give us the opportunity to show our dislike of it. But at the moment, AT&T is trying to get it done with just a hearing at the FCC. And if they get what they want, word is that the EU is ready to fall in line behind them. |
Re: OT: Climbing System Requirements and Specs
Hey, something is wrong here, Fryron and Thermodyne are of the same mind about something.
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Re: OT: Climbing System Requirements and Specs
If we're lucky, their competitors will take the opportunity to cut them off. If they get given the shaft by ISPs who don't want to pay them extra, then the whole idea could die.
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Re: OT: Climbing System Requirements and Specs
AT&T? Competitors? With the recent merger of SBC with AT&T, we are almost back to square one with Ma Bell.
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Re: OT: Climbing System Requirements and Specs
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