|
The Notebook Boom: Mobility, the Key to Productivity?
|
Newfangled technology is nice, but it takes more than
that to impress companies watching the bottom line.
Also driving notebook sales is the business realization
that people tend to be more productive with notebooks,
White says.
"They're more likely to take it home, and they're more
likely to get better at using it," he says. You can take a
mobile computer anywhere, so you're likely to work
more.
The ability to work outside the office is very appealing,
says Anthony McMahon, North American marketing
manager for Hewlett-Packard's OmniBooks line.
"People will work longer hours if it's in an environment
they enjoy," he says.
And notebooks are getting better at hitting that bottom
line, as well. Prices have dropped on high-performance
notebooks, says Martin Booth, product marketing
manager for AMD, which takes some credit for cutting
chip costs.
"Now you can get a high-performance notebook for less
than $2000," analyst Reynolds agrees. In fact,
International Data Corporation researchers find most
notebook sales fall in the range of $1500 to $2500.
Maintenance costs are decreasing, too. Modular
components make notebooks easier to repair, notes
Micron's White.
Spindler cites a 1995 Intel study that put the cost of
ownership and support of a notebook at about $4000. In
1998, that cost had dropped to $600, a change that
prompted Intel to evaluate its own mix, Spindler says.
Over the next two years, the company will move the
majority of its workers to notebooks.
Still a Challenge
One area in which price continues to plague notebooks
is LCDs. Expensive thin-film transistor displays are the
single largest reason notebook prices have failed to fall
further, experts say. White says he expects a change
by mid-2000, when two more companies enter the LCD
market. Supplies will increase, and prices will go down,
he says.
Reynolds is less optimistic about that time frame. He
expects competition from manufacturers of high-priced
LCD desktop displays will keep notebook prices high
until the end of 2000. However, by 2001 he expects
"quite a dramatic price drop."
Reynolds doesn't deny business users' movement
toward notebooks, but says he lacks hard figures.
"I'm not ready to agree that there is a fundamental
shift," he says. But he's collecting data now that
should shed some definitive light on the topic. And he
points to a factor that may have some effect: the
introduction of Windows 2000.
The new operating system could cause companies to
either embrace or reject notebooks, he says. On the
one hand, it's a more notebook-friendly operating
system. Its more robust mobile features include
improved suspend-and-resume functions. But the
improved stability will encourage people to push their
systems harder, he says. If notebooks can't keep up
with desktops, people won't choose mobile PCs
anymore.
Meanwhile, Back Home ...
The bottom line continues to keep the average home
PC customer from springing for a notebook. Very few
vendors can yet offer a consumer-friendly, sub-$1000
notebook that offers great performance. Since you can
get a pretty good home PC for much less, it's a tough
sell.
Low-end desktop manufacturer eMachines introduced a
new $999 notebook in November, but had to
compromise to drop the price. The unit uses a
passive-matrix display, instead of the easier-to-read
TFT displays of more expensive notebooks.
The top-tier notebook manufacturers don't want to
make the compromises necessary to get the prices
down that low, says HP's McMahon. "Quality is very
important." HP's least-expensive OmniBook notebook
sells for about $1299, he says.
Prices will continue to drop, however, says AMD's
Martin. Combine that with better performance and
features that people want (like DVD), and more
consumers will buy, he predicts.
And he suggests that manufacturers catch the buyer's
eye.
"More design changes will make notebooks more
attractive," Martin adds. The tasty flavors of Apple's
portable iMacs continue to whet the appetite. It could
be enough to make notebooks a satisfying meal.