"If you look to next spring, you have the three year anniversary of a huge wave of buying. So that is certainly a period when we would expect a lot of upgrades. If you go back earlier than that, to October 25th, you have the introduction of Microsoft's Windows XP, that is certainly a factor that will drive buying. As well, you have Intel's aggressive pricing with the Pentium 4 and we're driving the Pentium 4 in a very, very rapid fashion to be really the mainstream product for all of our customers in the desk top world." Could it happen before next spring, a turn around? "It's very dependent on overall, kind of macro-economic factors. For Dell, we've been able to grow even while the market's been shrinking." Dell says the tax rebates and interest rate cuts could be a help as well. But are the days of the PC boom behind us for good?... .
"There is an argument to be made that with all this delay in buying, there could be quite a snap back in demand, subject to the economy." And Dell says if that happens, his company will be poised to increase its market lead. Bloomberg Bootcamp, I'm Fred Fishkin.