The question is can they offer it free without it looking like predatory pricing. I'm not sure they can do something that extreme when in the next six months they'll be getting some kind of judgment in the Department of Justice trial.
More Quotes from Jeffrey Maxick:
It will take five to 10 years for China to become a major force. We're still talking relatively small numbers. I can easily see 100-percent growth in the next couple of years.Jeffrey Maxick
Right now we have 45-percent PC penetration in the U.S.. It will be years before we see that in China. There's no need for the Internet right now. They have plenty of other problems.
Jeffrey Maxick
It's really tough to say how that will pan out. Set-top devices could be one of the major avenues of getting on the Internet. For the masses who don't deal with computers on a regular basis, they'll feel more comfortable with using a TV for access.
Jeffrey Maxick
Stocks don't always trade in conjunction with their business fundamentals. Companies like Compaq and Dell don't have big overseas exposures. They're just getting caught up in this general market sell-off.
Jeffrey Maxick
It's definitely the next big boom, if it's not already, for the PC market. If you talk to Intel, they say China is their third largest market behind the U.S. and Japan. It passed Germany recently. And with PCs getting cheaper, that will be good for Internet companies.
Jeffrey Maxick
If you look at a company like Dell, it's gone up so much so fast that there was little support between 120 and 130, so its not surprising that they would give some of it back.
Jeffrey Maxick
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