From NYTimes comes a story that IDC has cuts the sales forecast for computers through 2003:
Total worldwide PC shipments are now expected to reach only 135.5 million in 2002, an increase of 1.1 percent, and to grow 8.4 percent in 2003.
The world’s only relatively bright spot appeared to be Asia, where in Japan, purchases were approaching expectations, although remaining weak. Only China, Australia and India, where PC ownership is relatively low, are expected to generate double-digit growth this year, International Data reported.
Global consumer demand for personal computers has collapsed since the end of the dot-com boom, the researchers found. Worldwide salse growth in personal computers peaked at 47.2 percent in 1999, fell to 26.6 percent in 2000 and sales actually declined 9.8 percent last year.
The indications are clear: just as people are living longer, as are computers! The computer industry has to start addressing the next generation of users. For that, hardware and software will need to be available at a tenth of today’s prices. This will mean dramatically rethinking every aspect of the value chain.